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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 | $195,273 | $228,352-14.5% | $185,827+5.1% | $158,950+22.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -5.64% | 40.81%-46.5pp | 35.96%-41.6pp | 302.91%-308.6pp |
| Employer contribution / active EE | $7,688 | $4,967+54.8% | $4,087+88.1% | $4,762+61.4% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,891 | $11,867-84.1% | $9,502-80.1% | $11,248-83.2% |