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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 | $15,107 | $99,995-84.9% | $85,063-82.2% | $145,978-89.7% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 5.03% | 83.99%-79.0pp | 66.54%-61.5pp | 550.52%-545.5pp |
| Employer contribution / active EE | $7,946 | $3,231+145.9% | $2,727+191.3% | $4,662+70.4% |
| Participant deferral / active EE | $381 | $5,295-92.8% | $4,523-91.6% | $6,690-94.3% |
| Admin fee / account holder | $5,525 | $7,255-23.8% | $6,155-10.2% | $13,400-58.8% |