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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 | $11,981 | $77,908-84.6% | $149,696-92.0% | $75,173-84.1% |
| Participation rate | 70.0% | 65.6%+4.4pp | 78.8%-8.8pp | 67.2%+2.8pp |
| Annual return | 6.65% | 31.73%-25.1pp | 134.46%-127.8pp | 160.72%-154.1pp |
| Employer contribution / active EE | $691 | $3,138-78.0% | $4,821-85.7% | $2,671-74.1% |
| Participant deferral / active EE | $460 | $3,411-86.5% | $5,682-91.9% | $4,126-88.9% |
| Admin fee / account holder | $6,067 | $5,950+2.0% | $13,212-54.1% | $5,651+7.4% |