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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 | $168,800 | $111,878+50.9% | $93,727+80.1% | $145,897+15.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.97% | 204.28%-199.3pp | 133.83%-128.9pp | 552.29%-547.3pp |
| Employer contribution / active EE | $20,000 | $3,092+546.8% | $2,421+726.0% | $4,663+328.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,774 | $10,256-43.7% | $8,292-30.4% | $13,390-56.9% |