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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 | $160,426 | $90,486+77.3% | $78,676+103.9% | $273,972-41.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.66% | 75.62%-75.0pp | 62.19%-61.5pp | 41.46%-40.8pp |
| Employer contribution / active EE | $13,438 | $3,175+323.2% | $2,850+371.5% | $4,869+176.0% |
| Participant deferral / active EE | $375 | $3,901-90.4% | $3,517-89.3% | $5,287-92.9% |
| Admin fee / account holder | $4,409 | $5,263-16.2% | $4,510-2.2% | $10,133-56.5% |