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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 | $84,167 | $78,705+6.9% | $117,860-28.6% | $70,124+20.0% |
| Participation rate | 96.7% | 73.2%+23.5pp | 79.7%+17.0pp | 69.5%+27.1pp |
| Annual return | 8.38% | 23.30%-14.9pp | 335.10%-326.7pp | 73.14%-64.8pp |
| Employer contribution / active EE | $6,494 | $2,223+192.1% | $3,786+71.5% | $2,342+177.2% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,401 | $5,065-32.9% | $8,021-57.6% | $4,645-26.8% |