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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 | $146,164 | $117,895+24.0% | $102,460+42.7% | $145,897+0.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -0.67% | 31.92%-32.6pp | 29.47%-30.1pp | 552.29%-553.0pp |
| Employer contribution / active EE | $6,777 | $3,619+87.3% | $3,025+124.0% | $4,663+45.4% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,261 | $13,353-60.6% | $9,460-44.4% | $13,390-60.7% |