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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 | $100,035 | $93,345+7.2% | $119,126-16.0% | $87,485+14.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 11.40% | 19.08%-7.7pp | 282.11%-270.7pp | 26.06%-14.7pp |
| Employer contribution / active EE | $6,229 | $3,172+96.4% | $4,034+54.4% | $2,596+139.9% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,552 | $8,039-68.3% | $10,693-76.1% | $7,775-67.2% |