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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 | $15,781 | $77,908-79.7% | $149,696-89.5% | $75,173-79.0% |
| Participation rate | 85.2% | 65.6%+19.6pp | 78.8%+6.4pp | 67.2%+18.0pp |
| Annual return | 7.08% | 31.73%-24.6pp | 134.46%-127.4pp | 160.72%-153.6pp |
| Employer contribution / active EE | $1,345 | $3,138-57.1% | $4,821-72.1% | $2,671-49.6% |
| Participant deferral / active EE | $527 | $3,411-84.6% | $5,682-90.7% | $4,126-87.2% |
| Admin fee / account holder | $599 | $5,950-89.9% | $13,212-95.5% | $5,651-89.4% |