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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 | $77,926 | $63,346+23.0% | $92,240-15.5% | $70,126+11.1% |
| Participation rate | 97.8% | 68.7%+29.2pp | 76.5%+21.3pp | 69.5%+28.3pp |
| Annual return | 10.47% | 530.19%-519.7pp | 176.29%-165.8pp | 73.15%-62.7pp |
| Employer contribution / active EE | $11,704 | $2,471+373.6% | $3,680+218.1% | $2,343+399.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $15,507 | $3,841+303.8% | $5,194+198.6% | $4,645+233.8% |