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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 | $21,729 | $96,524-77.5% | $75,900-71.4% | $152,909-85.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 3.25% | 33.93%-30.7pp | 30.73%-27.5pp | 345.46%-342.2pp |
| Employer contribution / active EE | $2,055 | $3,311-37.9% | $2,501-17.8% | $4,764-56.9% |
| Participant deferral / active EE | $1,018 | $4,554-77.7% | $3,604-71.8% | $5,851-82.6% |
| Admin fee / account holder | $2,607 | $8,082-67.7% | $5,421-51.9% | $11,601-77.5% |