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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 | $176,591 | $96,965+82.1% | $97,995+80.2% | $147,586+19.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 7.42% | 24.11%-16.7pp | 23.94%-16.5pp | 578.59%-571.2pp |
| Employer contribution / active EE | $12,240 | $4,536+169.8% | $4,158+194.3% | $4,876+151.0% |
| Participant deferral / active EE | $1,625 | $5,081-68.0% | $5,097-68.1% | $5,439-70.1% |
| Admin fee / account holder | $2,235 | $8,120-72.5% | $5,943-62.4% | $10,886-79.5% |