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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 | $22,616 | $86,050-73.7% | $189,758-88.1% | $94,015-75.9% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 7.21% | 17.77%-10.6pp | 52.62%-45.4pp | 17.84%-10.6pp |
| Employer contribution / active EE | $1,477 | $2,819-47.6% | $4,767-69.0% | $2,790-47.1% |
| Participant deferral / active EE | $663 | $3,349-80.2% | $5,856-88.7% | $4,249-84.4% |
| Admin fee / account holder | $12,120 | $6,627+82.9% | $20,388-40.6% | $8,951+35.4% |