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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 | $20,012 | $91,037-78.0% | $71,671-72.1% | $147,586-86.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 8.32% | 20.48%-12.2pp | 20.65%-12.3pp | 578.59%-570.3pp |
| Employer contribution / active EE | $1,717 | $3,327-48.4% | $2,460-30.2% | $4,876-64.8% |
| Participant deferral / active EE | $732 | $4,498-83.7% | $3,438-78.7% | $5,439-86.5% |
| Admin fee / account holder | $3,743 | $8,613-56.5% | $5,558-32.7% | $10,886-65.6% |