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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 | $1,565 | $24,618-93.6% | $71,585-97.8% | $82,637-98.1% |
| Participation rate | 82.4% | 68.2%+14.2pp | 68.2%+14.2pp | 68.1%+14.3pp |
| Annual return | 11.82% | 93.17%-81.4pp | 59.26%-47.4pp | 53.51%-41.7pp |
| Employer contribution / active EE | $241 | $852-71.7% | $1,669-85.5% | $2,552-90.5% |
| Participant deferral / active EE | $498 | $1,720-71.0% | $2,923-83.0% | $4,126-87.9% |
| Admin fee / account holder | $351 | $3,285-89.3% | $4,712-92.6% | $7,339-95.2% |