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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 | $13,408 | $54,763-75.5% | $90,324-85.2% | $72,976-81.6% |
| Participation rate | 75.6% | 65.2%+10.5pp | 73.3%+2.3pp | 69.5%+6.1pp |
| Annual return | 9.15% | 30.63%-21.5pp | 78.15%-69.0pp | 81.02%-71.9pp |
| Employer contribution / active EE | $498 | $2,093-76.2% | $2,856-82.6% | $2,440-79.6% |
| Participant deferral / active EE | $472 | $2,887-83.7% | $3,885-87.9% | $3,608-86.9% |
| Admin fee / account holder | $501 | $3,973-87.4% | $5,356-90.6% | $5,124-90.2% |