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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 | $150,442-75.4% | $136,295-72.8% | $147,585-74.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.25% | 1049.09%-1038.8pp | 5155.97%-5145.7pp | 578.56%-568.3pp |
| Employer contribution / active EE | $449 | $5,256-91.5% | $4,695-90.4% | $4,876-90.8% |
| Participant deferral / active EE | $13,822 | $6,630+108.5% | $6,247+121.3% | $5,439+154.1% |
| Admin fee / account holder | $2,094 | $10,905-80.8% | $9,243-77.3% | $10,885-80.8% |