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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 | $232,749 | $104,251+123.3% | $91,004+155.8% | $147,585+57.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 8.05% | 27.06%-19.0pp | 4.60%+3.5pp | 578.58%-570.5pp |
| Employer contribution / active EE | $23,369 | $3,116+650.0% | $2,456+851.6% | $4,876+379.2% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $32,500 | $8,948+263.2% | $5,417+499.9% | $10,886+198.6% |