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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 | $22,427 | $77,920-71.2% | $149,723-85.0% | $75,177-70.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 4.77% | 31.72%-27.0pp | 134.50%-129.7pp | 160.75%-156.0pp |
| Employer contribution / active EE | $3,794 | $3,138+20.9% | $4,821-21.3% | $2,671+42.0% |
| Participant deferral / active EE | $302 | $3,411-91.2% | $5,682-94.7% | $4,126-92.7% |
| Admin fee / account holder | $679 | $5,951-88.6% | $13,215-94.9% | $5,651-88.0% |