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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 | $15,389 | $81,276-81.1% | $155,574-90.1% | $80,925-81.0% |
| Participation rate | 78.2% | 66.2%+12.0pp | 78.2%0pp | 67.7%+10.5pp |
| Annual return | 9.65% | 33.36%-23.7pp | 64.87%-55.2pp | 35.65%-26.0pp |
| Employer contribution / active EE | $1,053 | $3,103-66.1% | $4,676-77.5% | $2,756-61.8% |
| Participant deferral / active EE | $639 | $3,453-81.5% | $5,629-88.7% | $4,299-85.1% |
| Admin fee / account holder | $688 | $7,993-91.4% | $15,914-95.7% | $6,940-90.1% |