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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 | $74,243 | $160,059-53.6% | $140,019-47.0% | $135,382-45.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -11.16% | 911.44%-922.6pp | 651.15%-662.3pp | 519.77%-530.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,923 | $7,641+3.7% | $6,927+14.4% | $5,609+41.3% |
| Admin fee / account holder | $1,279 | $13,328-90.4% | $10,705-88.1% | $10,829-88.2% |