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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 | $73,499 | $60,442+21.6% | $96,754-24.0% | $87,485-16.0% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 9.44% | 21.97%-12.5pp | 82.04%-72.6pp | 26.06%-16.6pp |
| Employer contribution / active EE | $7,491 | $1,691+343.1% | $2,679+179.6% | $2,596+188.5% |
| Participant deferral / active EE | $427 | $3,280-87.0% | $4,758-91.0% | $4,274-90.0% |
| Admin fee / account holder | $3,948 | $5,069-22.1% | $8,905-55.7% | $7,775-49.2% |