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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 | $27,308 | $45,079-39.4% | $69,461-60.7% | $72,983-62.6% |
| Participation rate | 91.8% | 68.5%+23.3pp | 74.6%+17.2pp | 69.5%+22.3pp |
| Annual return | 4.09% | 22.65%-18.6pp | 28.97%-24.9pp | 81.01%-76.9pp |
| Employer contribution / active EE | $593 | $2,055-71.2% | $2,779-78.7% | $2,440-75.7% |
| Participant deferral / active EE | $289 | $2,603-88.9% | $3,536-91.8% | $3,608-92.0% |
| Admin fee / account holder | $6,820 | $3,056+123.2% | $3,840+77.6% | $5,124+33.1% |