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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 | $167,056 | $107,421+55.5% | $182,262-8.3% | $94,015+77.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 5.00% | 21.32%-16.3pp | 140.60%-135.6pp | 17.84%-12.8pp |
| Employer contribution / active EE | $12,152 | $3,448+252.5% | $5,046+140.8% | $2,790+335.5% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $7,719 | $8,692-11.2% | $16,712-53.8% | $8,951-13.8% |