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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 | $88,774 | $58,258+52.4% | $81,820+8.5% | $80,925+9.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 9.59% | 41.76%-32.2pp | 777.93%-768.3pp | 35.65%-26.1pp |
| Employer contribution / active EE | $11,490 | $2,345+389.9% | $2,915+294.2% | $2,756+316.9% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,333 | $4,976-33.0% | $7,391-54.9% | $6,940-52.0% |