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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 | $23,431 | $78,690-70.2% | $161,489-85.5% | $87,485-73.2% |
| Participation rate | 70.8% | 67.5%+3.3pp | 78.7%-7.9pp | 68.9%+1.8pp |
| Annual return | 10.23% | 32.74%-22.5pp | 89.72%-79.5pp | 26.06%-15.8pp |
| Employer contribution / active EE | $581 | $2,588-77.6% | $4,268-86.4% | $2,596-77.6% |
| Participant deferral / active EE | $713 | $3,311-78.5% | $5,630-87.3% | $4,274-83.3% |
| Admin fee / account holder | $1,566 | $6,724-76.7% | $16,006-90.2% | $7,775-79.9% |