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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 | $14,974 | $75,541-80.2% | $152,093-90.2% | $82,637-81.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 9.29% | 32.56%-23.3pp | 66.36%-57.1pp | 53.51%-44.2pp |
| Employer contribution / active EE | $1,242 | $2,622-52.7% | $4,175-70.3% | $2,552-51.4% |
| Participant deferral / active EE | $801 | $3,206-75.0% | $5,451-85.3% | $4,126-80.6% |
| Admin fee / account holder | $3,104 | $6,405-51.5% | $14,497-78.6% | $7,339-57.7% |