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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 | $25,596 | $78,670-67.5% | $109,173-76.6% | $85,847-70.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 7.52% | 25.09%-17.6pp | 25.75%-18.2pp | 318.61%-311.1pp |
| Employer contribution / active EE | $12,042 | $2,734+340.5% | $3,723+223.5% | $2,565+369.4% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,208 | $5,469-59.6% | $6,755-67.3% | $6,261-64.7% |