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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 | $228,627 | $162,821+40.4% | $133,978+70.6% | $158,982+43.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.75% | 41.95%-40.2pp | 45.10%-43.3pp | 302.99%-301.2pp |
| Employer contribution / active EE | $9,623 | $4,976+93.4% | $3,919+145.6% | $4,763+102.1% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,053 | $11,742-82.5% | $8,930-77.0% | $11,252-81.8% |