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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 | $140,670 | $168,635-16.6% | $147,617-4.7% | $125,389+12.2% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -4.18% | 77.65%-81.8pp | 61.98%-66.2pp | 282.24%-286.4pp |
| Employer contribution / active EE | $1,035 | $6,252-83.5% | $5,564-81.4% | $4,866-78.7% |
| Participant deferral / active EE | $5,516 | $5,507+0.2% | $4,895+12.7% | $5,352+3.1% |
| Admin fee / account holder | $13,279 | $13,580-2.2% | $11,612+14.4% | $9,541+39.2% |