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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 | $58,241+52.4% | $81,780+8.6% | $80,911+9.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 9.59% | 41.73%-32.1pp | 776.27%-766.7pp | 35.63%-26.0pp |
| Employer contribution / active EE | $11,490 | $2,343+390.3% | $2,914+294.3% | $2,756+316.9% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,333 | $4,973-33.0% | $7,384-54.9% | $6,935-51.9% |