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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 | $202,190 | $115,796+74.6% | $101,264+99.7% | $158,950+27.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.71% | 56.15%-49.4pp | 46.48%-39.8pp | 302.91%-296.2pp |
| Employer contribution / active EE | $8,654 | $4,175+107.3% | $3,660+136.5% | $4,762+81.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,875 | $7,247-60.3% | $5,947-51.6% | $11,248-74.4% |