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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 | $177,374 | $110,212+60.9% | $96,534+83.7% | $139,466+27.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -3.48% | 26.42%-29.9pp | 25.88%-29.4pp | 373.66%-377.1pp |
| Employer contribution / active EE | $5,898 | $3,620+62.9% | $2,965+98.9% | $4,754+24.1% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $18,128 | $11,599+56.3% | $8,253+119.7% | $11,409+58.9% |