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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 | $100,034 | $37,436+167.2% | $77,513+29.1% | $79,858+25.3% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 8.66% | 39.75%-31.1pp | 54.81%-46.1pp | 31.72%-23.1pp |
| Employer contribution / active EE | $6,802 | $637+967.8% | $987+589.4% | $2,471+175.3% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,498 | $2,505+79.5% | $2,859+57.3% | $5,306-15.2% |