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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 | $201,209 | $95,917+109.8% | $79,583+152.8% | $134,545+49.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.12% | -2.70%-19.4pp | 0.16%-22.3pp | 418.37%-440.5pp |
| Employer contribution / active EE | $11,060 | $3,129+253.5% | $2,414+358.2% | $4,742+133.3% |
| Participant deferral / active EE | $208 | $4,694-95.6% | $3,986-94.8% | $6,401-96.8% |
| Admin fee / account holder | $9,038 | $9,132-1.0% | $6,835+32.2% | $11,431-20.9% |