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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 | $86,050-72.8% | $189,758-87.7% | $94,015-75.1% |
| Participation rate | 70.8% | 68.9%+1.9pp | 79.8%-9.0pp | 70.8%-0.1pp |
| Annual return | 10.23% | 17.77%-7.5pp | 52.62%-42.4pp | 17.84%-7.6pp |
| Employer contribution / active EE | $581 | $2,819-79.4% | $4,767-87.8% | $2,790-79.2% |
| Participant deferral / active EE | $713 | $3,349-78.7% | $5,856-87.8% | $4,249-83.2% |
| Admin fee / account holder | $1,566 | $6,627-76.4% | $20,388-92.3% | $8,951-82.5% |