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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 | $97,039 | $34,316+182.8% | $74,722+29.9% | $72,975+33.0% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 16.13% | 26.58%-10.5pp | 753.11%-737.0pp | 81.01%-64.9pp |
| Employer contribution / active EE | $3,750 | $692+442.0% | $1,084+245.9% | $2,440+53.7% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,963-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,875 | $2,125+223.6% | $3,335+106.2% | $5,124+34.2% |