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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 | $191,751 | $113,941+68.3% | $94,229+103.5% | $125,389+52.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.05% | 5.29%-9.3pp | 10.68%-14.7pp | 282.24%-286.3pp |
| Employer contribution / active EE | $17,975 | $4,727+280.3% | $3,587+401.2% | $4,866+269.4% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $11,991 | $8,392+42.9% | $6,269+91.3% | $9,541+25.7% |