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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 | $159,519 | $65,575+143.3% | $86,209+85.0% | $75,181+112.2% |
| Participation rate | 92.7% | 60.5%+32.2pp | 69.0%+23.7pp | 67.2%+25.5pp |
| Annual return | 11.72% | 46.07%-34.3pp | 1169.05%-1157.3pp | 160.69%-149.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,199 | $3,023-60.3% | $3,986-69.9% | $4,126-70.9% |
| Admin fee / account holder | $3,675 | $5,470-32.8% | $6,853-46.4% | $5,650-34.9% |