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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 | $203,755 | $99,053+105.7% | $88,179+131.1% | $138,895+46.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 9.52% | 78.17%-68.6pp | 64.97%-55.4pp | 145.39%-135.9pp |
| Employer contribution / active EE | $13,972 | $2,882+384.8% | $2,549+448.1% | $4,194+233.1% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $495 | $8,748-94.3% | $7,673-93.5% | $12,562-96.1% |