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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 | $67,890 | $99,652-31.9% | $78,778-13.8% | $147,586-54.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 4.66% | 47.28%-42.6pp | 35.62%-31.0pp | 578.59%-573.9pp |
| Employer contribution / active EE | $2,500 | $2,796-10.6% | $1,986+25.9% | $4,876-48.7% |
| Participant deferral / active EE | $90 | $3,664-97.5% | $2,958-96.9% | $5,439-98.3% |
| Admin fee / account holder | $2,026 | $7,155-71.7% | $5,134-60.5% | $10,886-81.4% |