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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 | $49,976+212.8% | $66,674+134.5% | $82,637+89.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 9.99% | 39.09%-29.1pp | 321.24%-311.3pp | 53.51%-43.5pp |
| Employer contribution / active EE | $4,657 | $1,988+134.2% | $2,620+77.7% | $2,552+82.5% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,394 | $4,594-69.7% | $5,098-72.7% | $7,339-81.0% |