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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 | $156,349 | $51,638+202.8% | $68,368+128.7% | $82,448+89.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 9.99% | 37.53%-27.5pp | 292.57%-282.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $4,657 | $2,047+127.5% | $2,649+75.8% | $2,551+82.5% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,394 | $4,643-70.0% | $5,150-72.9% | $7,234-80.7% |