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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 | $74,644 | $85,171-12.4% | $172,752-56.8% | $72,975+2.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 10.48% | 27.32%-16.8pp | 802.97%-792.5pp | 81.01%-70.5pp |
| Employer contribution / active EE | $3,704 | $3,324+11.4% | $5,144-28.0% | $2,440+51.8% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,772 | $5,880-35.9% | $13,955-73.0% | $5,124-26.4% |