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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,517 | $77,638-78.7% | $156,551-89.4% | $62,881-73.7% |
| Participation rate | 80.0% | 71.2%+8.8pp | 84.0%-4.0pp | 69.3%+10.7pp |
| Annual return | 4.57% | 50.33%-45.8pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $696 | $3,444-79.8% | $5,501-87.3% | $2,281-69.5% |
| Participant deferral / active EE | $758 | $3,046-75.1% | $4,871-84.4% | $3,203-76.3% |
| Admin fee / account holder | $587 | $5,561-89.4% | $13,028-95.5% | $4,296-86.3% |