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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 | $83,775 | $72,177+16.1% | $115,038-27.2% | $59,633+40.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -4.91% | 12.02%-16.9pp | 26.14%-31.1pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $9,337 | $2,841+228.6% | $4,608+102.6% | $2,203+323.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $949 | $4,927-80.7% | $8,175-88.4% | $4,297-77.9% |