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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 | $218,912 | $106,894+104.8% | $84,016+160.6% | $152,870+43.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 3.43% | 104.99%-101.6pp | 71.31%-67.9pp | 345.34%-341.9pp |
| Employer contribution / active EE | $13,347 | $2,734+388.2% | $1,983+573.0% | $4,763+180.2% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,215 | $8,286-85.3% | $6,101-80.1% | $11,597-89.5% |