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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 | $60,354 | $49,896+21.0% | $80,627-25.1% | $75,173-19.7% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 11.79% | 34.67%-22.9pp | 936.76%-925.0pp | 160.72%-148.9pp |
| Employer contribution / active EE | $7,126 | $1,699+319.5% | $2,723+161.7% | $2,671+166.8% |
| Participant deferral / active EE | $404 | $2,992-86.5% | $4,443-90.9% | $4,126-90.2% |
| Admin fee / account holder | $2,273 | $3,578-36.5% | $5,381-57.8% | $5,651-59.8% |