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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 | $86,519 | $78,423+10.3% | $95,964-9.8% | $79,856+8.3% |
| Participation rate | 97.7% | 73.5%+24.2pp | 77.1%+20.6pp | 69.6%+28.0pp |
| Annual return | 0.02% | 19.37%-19.4pp | 91.64%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $7,313 | $1,945+275.9% | $2,541+187.7% | $2,471+195.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,846 | $5,622+39.6% | $6,797+15.4% | $5,306+47.9% |