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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 | $13,800 | $76,407-81.9% | $150,298-90.8% | $82,448-83.3% |
| Participation rate | 87.8% | 66.4%+21.4pp | 77.8%+10.0pp | 68.1%+19.7pp |
| Annual return | 10.96% | 39.99%-29.0pp | 62.79%-51.8pp | 41.64%-30.7pp |
| Employer contribution / active EE | $567 | $2,614-78.3% | $4,154-86.3% | $2,551-77.8% |
| Participant deferral / active EE | $814 | $3,214-74.7% | $5,453-85.1% | $4,139-80.3% |
| Admin fee / account holder | $894 | $6,352-85.9% | $14,116-93.7% | $7,234-87.6% |