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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 | $69,053 | $232,540-70.3% | $185,117-62.7% | $147,585-53.2% |
| Participation rate | 94.7% | 82.4%+12.4pp | 77.3%+17.5pp | 82.8%+11.9pp |
| Annual return | 4.14% | 43.03%-38.9pp | 40.50%-36.4pp | 578.57%-574.4pp |
| Employer contribution / active EE | $10,002 | $5,195+92.5% | $4,182+139.2% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,429 | $10,275+30.7% | $8,159+64.6% | $10,885+23.4% |