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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 | $90,645 | $90,400+0.3% | $186,193-51.3% | $87,485+3.6% |
| Participation rate | 98.1% | 66.2%+31.9pp | 77.1%+21.0pp | 68.9%+29.1pp |
| Annual return | -0.88% | 22.15%-23.0pp | 78.03%-78.9pp | 26.06%-26.9pp |
| Employer contribution / active EE | $5,234 | $2,170+141.2% | $3,918+33.6% | $2,596+101.6% |
| Participant deferral / active EE | $0 | $4,330-100.0% | $6,513-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,211 | $8,673-63.0% | $11,058-71.0% | $7,775-58.7% |