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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 | $19,596 | $97,125-79.8% | $86,233-77.3% | $137,256-85.7% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.0%+22.6pp | 80.0%+11.7pp |
| Annual return | 9.32% | 74.19%-64.9pp | 61.39%-52.1pp | 220.34%-211.0pp |
| Employer contribution / active EE | $9,669 | $2,841+240.3% | $2,504+286.1% | $4,156+132.7% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,793 | $9,725-61.0% | $8,342-54.5% | $12,270-69.1% |