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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 | $201,089 | $162,821+23.5% | $133,978+50.1% | $158,982+26.5% |
| Participation rate | 77.8% | 83.2%-5.5pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | -19.35% | 41.95%-61.3pp | 45.10%-64.4pp | 302.99%-322.3pp |
| Employer contribution / active EE | $13,021 | $4,976+161.7% | $3,919+232.2% | $4,763+173.4% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,060 | $11,742+19.7% | $8,930+57.5% | $11,252+25.0% |