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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 | $77,035 | $101,618-24.2% | $93,063-17.2% | $137,256-43.9% |
| Participation rate | 76.5% | 74.9%+1.5pp | 72.1%+4.4pp | 80.0%-3.5pp |
| Annual return | 7.56% | 223.95%-216.4pp | 34.15%-26.6pp | 220.34%-212.8pp |
| Employer contribution / active EE | $11,565 | $2,707+327.2% | $2,476+367.1% | $4,156+178.3% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $825 | $6,198-86.7% | $6,033-86.3% | $12,270-93.3% |