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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 | $77,814-70.9% | $158,223-85.7% | $86,983-74.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 7.21% | 30.54%-23.3pp | 52.09%-44.9pp | 25.83%-18.6pp |
| Employer contribution / active EE | $1,477 | $2,592-43.0% | $4,109-64.1% | $2,584-42.9% |
| Participant deferral / active EE | $663 | $3,270-79.7% | $5,467-87.9% | $4,194-84.2% |
| Admin fee / account holder | $12,120 | $5,879+106.2% | $16,047-24.5% | $7,856+54.3% |