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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 | $82,283 | $85,766-4.1% | $136,298-39.6% | $70,126+17.3% |
| Participation rate | 93.9% | 74.2%+19.7pp | 81.9%+12.0pp | 69.5%+24.3pp |
| Annual return | 9.44% | 31.46%-22.0pp | 5156.27%-5146.8pp | 73.15%-63.7pp |
| Employer contribution / active EE | $4,082 | $2,966+37.6% | $4,696-13.1% | $2,343+74.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,932 | $5,421-64.4% | $9,244-79.1% | $4,645-58.4% |