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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 | $73,666 | $129,737-43.2% | $119,126-38.2% | $154,746-52.4% |
| Participation rate | 90.0% | 78.9%+11.1pp | 75.8%+14.2pp | 80.7%+9.3pp |
| Annual return | 6.69% | 379.08%-372.4pp | 282.11%-275.4pp | 172.34%-165.6pp |
| Employer contribution / active EE | $24,984 | $4,375+471.1% | $4,034+519.4% | $4,379+470.5% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $25,801 | $11,961+115.7% | $10,693+141.3% | $14,365+79.6% |