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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 | $11,109 | $76,407-85.5% | $150,298-92.6% | $82,448-86.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 10.59% | 39.99%-29.4pp | 62.79%-52.2pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,054 | $2,614-59.7% | $4,154-74.6% | $2,551-58.7% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $649 | $6,352-89.8% | $14,116-95.4% | $7,234-91.0% |