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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 | $89,822 | $70,430+27.5% | $96,572-7.0% | $85,851+4.6% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 9.17% | 18.58%-9.4pp | 37.79%-28.6pp | 318.63%-309.5pp |
| Employer contribution / active EE | $8,333 | $1,413+489.6% | $2,357+253.5% | $2,565+224.8% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,284 | $4,996+5.8% | $6,183-14.5% | $6,261-15.6% |