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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 | $138,770 | $87,106+59.3% | $105,607+31.4% | $80,935+71.5% |
| Participation rate | 96.6% | 70.4%+26.1pp | 75.3%+21.3pp | 67.7%+28.9pp |
| Annual return | 5.79% | 17.01%-11.2pp | 116.11%-110.3pp | 35.66%-29.9pp |
| Employer contribution / active EE | $11,493 | $2,396+379.6% | $3,167+262.9% | $2,757+316.9% |
| Participant deferral / active EE | $16 | $3,986-99.6% | $5,011-99.7% | $4,299-99.6% |
| Admin fee / account holder | $1,691 | $8,447-80.0% | $10,958-84.6% | $6,924-75.6% |