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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 | $37,082 | $150,447-75.4% | $136,298-72.8% | $147,586-74.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.25% | 1049.15%-1038.9pp | 5156.27%-5146.0pp | 578.59%-568.3pp |
| Employer contribution / active EE | $449 | $5,256-91.5% | $4,696-90.4% | $4,876-90.8% |
| Participant deferral / active EE | $13,822 | $6,631+108.4% | $6,247+121.2% | $5,439+154.1% |
| Admin fee / account holder | $2,094 | $10,906-80.8% | $9,244-77.3% | $10,886-80.8% |