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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 | $184,594 | $154,209+19.7% | $130,062+41.9% | $139,487+32.3% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.2pp | 80.3%+13.4pp |
| Annual return | 7.47% | 32.52%-25.0pp | -137.37%+144.8pp | 373.84%-366.4pp |
| Employer contribution / active EE | $3,125 | $5,292-41.0% | $4,322-27.7% | $4,755-34.3% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,562 | $13,988-60.2% | $10,601-47.5% | $11,407-51.2% |