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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 | $71,571 | $58,311+22.7% | $81,882-12.6% | $80,959-11.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 7.61% | 41.85%-34.2pp | 779.47%-771.9pp | 35.67%-28.1pp |
| Employer contribution / active EE | $1,966 | $2,347-16.2% | $2,916-32.6% | $2,757-28.7% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,398 | $4,752+160.9% | $7,360+68.5% | $6,925+79.0% |