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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 | $78,891 | $48,053+64.2% | $84,628-6.8% | $72,975+8.1% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 15.74% | 37.39%-21.6pp | 258.80%-243.1pp | 81.01%-65.3pp |
| Employer contribution / active EE | $11,215 | $1,602+600.1% | $2,653+322.7% | $2,440+359.6% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,163 | $3,395+111.0% | $4,914+45.8% | $5,124+39.8% |