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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 | $77,814-80.8% | $158,223-90.5% | $86,983-82.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 9.29% | 30.54%-21.2pp | 52.09%-42.8pp | 25.83%-16.5pp |
| Employer contribution / active EE | $1,242 | $2,592-52.1% | $4,109-69.8% | $2,584-52.0% |
| Participant deferral / active EE | $801 | $3,270-75.5% | $5,467-85.3% | $4,194-80.9% |
| Admin fee / account holder | $3,104 | $5,879-47.2% | $16,047-80.7% | $7,856-60.5% |