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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 | $177,798 | $117,829+50.9% | $102,423+73.6% | $145,877+21.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -9.59% | 31.83%-41.4pp | 29.42%-39.0pp | 551.28%-560.9pp |
| Employer contribution / active EE | $9,388 | $3,615+159.7% | $3,023+210.6% | $4,663+101.3% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $15,641 | $13,335+17.3% | $9,455+65.4% | $13,402+16.7% |