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Employer 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 | $37,508 | $107,363-65.1% | $92,909-59.6% | $152,897-75.5% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.5%+10.9pp |
| Annual return | 1.77% | 145.63%-143.9pp | 109.44%-107.7pp | 345.43%-343.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,933 | $4,848-60.1% | $4,238-54.4% | $5,851-67.0% |
| Admin fee / account holder | $5,327 | $7,082-24.8% | $5,795-8.1% | $11,599-54.1% |