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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 | $205,719 | $97,881+110.2% | $80,004+157.1% | $125,388+64.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -4.47% | 9.36%-13.8pp | 7.63%-12.1pp | 282.24%-286.7pp |
| Employer contribution / active EE | $16,744 | $3,128+435.4% | $2,473+577.2% | $4,866+244.1% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,623 | $6,278-26.4% | $5,033-8.2% | $9,541-51.5% |