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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 | $185,964 | $115,810+60.6% | $101,271+83.6% | $158,966+17.0% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 4.20% | 56.15%-52.0pp | 46.48%-42.3pp | 302.95%-298.7pp |
| Employer contribution / active EE | $21,261 | $4,175+409.2% | $3,660+480.9% | $4,762+346.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,342 | $7,248-67.7% | $5,948-60.6% | $11,250-79.2% |