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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 | $139,927 | $111,878+25.1% | $93,727+49.3% | $145,897-4.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.15% | 204.28%-197.1pp | 133.83%-126.7pp | 552.29%-545.1pp |
| Employer contribution / active EE | $10,526 | $3,092+240.4% | $2,421+334.7% | $4,663+125.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,712 | $10,256-73.6% | $8,292-67.3% | $13,390-79.7% |