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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 | $71,779 | $57,352+25.2% | $83,831-14.4% | $64,173+11.9% |
| Participation rate | 96.0% | 68.6%+27.4pp | 76.1%+19.9pp | 69.6%+26.4pp |
| Annual return | -9.02% | 11.38%-20.4pp | 850.99%-860.0pp | 7.63%-16.7pp |
| Employer contribution / active EE | $11,144 | $2,546+337.8% | $3,631+206.9% | $2,381+368.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,642 | $4,046-34.7% | $5,479-51.8% | $4,887-46.0% |