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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 | $14,823 | $77,638-80.9% | $156,551-90.5% | $62,881-76.4% |
| Participation rate | 80.5% | 71.2%+9.3pp | 84.0%-3.5pp | 69.3%+11.2pp |
| Annual return | -0.85% | 50.33%-51.2pp | 32.23%-33.1pp | 20.14%-21.0pp |
| Employer contribution / active EE | $1,093 | $3,444-68.3% | $5,501-80.1% | $2,281-52.1% |
| Participant deferral / active EE | $271 | $3,046-91.1% | $4,871-94.4% | $3,203-91.5% |
| Admin fee / account holder | $516 | $5,561-90.7% | $13,028-96.0% | $4,296-88.0% |