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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 | $130,273 | $89,259+45.9% | $107,187+21.5% | $82,637+57.6% |
| Participation rate | 98.2% | 67.9%+30.3pp | 75.0%+23.2pp | 68.1%+30.1pp |
| Annual return | 7.31% | 21.02%-13.7pp | 204.55%-197.2pp | 53.51%-46.2pp |
| Employer contribution / active EE | $15,765 | $3,080+411.9% | $3,782+316.8% | $2,552+517.7% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,107 | $7,381-30.8% | $9,162-44.3% | $7,339-30.4% |