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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 | $91,357 | $91,037+0.4% | $71,671+27.5% | $147,586-38.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 7.22% | 20.48%-13.3pp | 20.65%-13.4pp | 578.59%-571.4pp |
| Employer contribution / active EE | $15,875 | $3,327+377.1% | $2,460+545.4% | $4,876+225.6% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,095 | $8,613-75.7% | $5,558-62.3% | $10,886-80.8% |