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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 | $60,355 | $150,442-59.9% | $136,295-55.7% | $147,585-59.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.22% | 1049.09%-1044.9pp | 5155.97%-5151.8pp | 578.56%-574.3pp |
| Employer contribution / active EE | $600 | $5,256-88.6% | $4,695-87.2% | $4,876-87.7% |
| Participant deferral / active EE | $6,858 | $6,630+3.4% | $6,247+9.8% | $5,439+26.1% |
| Admin fee / account holder | $3,199 | $10,905-70.7% | $9,243-65.4% | $10,885-70.6% |