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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 | $94,732 | $105,284-10.0% | $150,734-37.2% | $94,015+0.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 7.94% | 15.67%-7.7pp | 600.81%-592.9pp | 17.84%-9.9pp |
| Employer contribution / active EE | $10,938 | $3,599+203.9% | $4,918+122.4% | $2,790+292.0% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,843 | $9,839-71.1% | $14,905-80.9% | $8,951-68.2% |