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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 | $79,992 | $70,430+13.6% | $96,572-17.2% | $85,851-6.8% |
| Participation rate | 97.7% | 61.8%+35.9pp | 69.8%+27.9pp | 69.3%+28.4pp |
| Annual return | 10.67% | 18.58%-7.9pp | 37.79%-27.1pp | 318.63%-308.0pp |
| Employer contribution / active EE | $4,990 | $1,413+253.1% | $2,357+111.7% | $2,565+94.5% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,413 | $4,996-31.7% | $6,183-44.8% | $6,261-45.5% |