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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 | $212,974 | $123,155+72.9% | $108,753+95.8% | $155,188+37.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 4.58% | 44.73%-40.1pp | 37.47%-32.9pp | 148.84%-144.3pp |
| Employer contribution / active EE | $17,647 | $2,811+527.7% | $2,427+627.2% | $4,248+315.4% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,344 | $12,126-88.9% | $10,320-87.0% | $14,480-90.7% |