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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 | $84,636 | $172,111-50.8% | $150,298-43.7% | $137,256-38.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.24% | 69.37%-59.1pp | 62.79%-52.5pp | 220.34%-210.1pp |
| Employer contribution / active EE | $7,867 | $4,636+69.7% | $4,154+89.4% | $4,156+89.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,155 | $16,471-93.0% | $14,116-91.8% | $12,270-90.6% |