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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 | $6,789 | $23,330-70.9% | $64,489-89.5% | $82,448-91.8% |
| Participation rate | 73.8% | 68.3%+5.5pp | 67.7%+6.1pp | 68.1%+5.7pp |
| Annual return | 11.56% | 83.66%-72.1pp | 55.03%-43.5pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,290 | $824+56.5% | $1,523-15.3% | $2,551-49.4% |
| Participant deferral / active EE | $258 | $1,707-84.9% | $2,778-90.7% | $4,139-93.8% |
| Admin fee / account holder | $854 | $2,946-71.0% | $4,260-80.0% | $7,234-88.2% |