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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 | $74,355 | $115,810-35.8% | $101,271-26.6% | $158,966-53.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.42% | 56.15%-51.7pp | 46.48%-42.1pp | 302.95%-298.5pp |
| Employer contribution / active EE | $14,528 | $4,175+247.9% | $3,660+296.9% | $4,762+205.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,628 | $7,248-22.4% | $5,948-5.4% | $11,250-50.0% |