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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 | $216,982 | $108,825+99.4% | $156,181+38.9% | $82,448+163.2% |
| Participation rate | 86.2% | 72.4%+13.8pp | 78.8%+7.4pp | 68.1%+18.1pp |
| Annual return | -10.68% | 20.59%-31.3pp | 64.87%-75.6pp | 41.64%-52.3pp |
| Employer contribution / active EE | $16,292 | $2,870+467.7% | $4,294+279.4% | $2,551+538.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $18,898 | $9,341+102.3% | $14,586+29.6% | $7,234+161.2% |