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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 | $71,006 | $157,304-54.9% | $141,197-49.7% | $152,909-53.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 14.21% | 64.34%-50.1pp | 71.41%-57.2pp | 345.46%-331.3pp |
| Employer contribution / active EE | $10,672 | $5,263+102.8% | $4,736+125.3% | $4,764+124.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $635 | $12,126-94.8% | $10,265-93.8% | $11,601-94.5% |