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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 | $211,768 | $209,428+1.1% | $178,498+18.6% | $158,950+33.2% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | -17.04% | 188.78%-205.8pp | 151.09%-168.1pp | 302.91%-319.9pp |
| Employer contribution / active EE | $783 | $5,707-86.3% | $5,011-84.4% | $4,762-83.6% |
| Participant deferral / active EE | $8,352 | $5,955+40.3% | $5,202+60.5% | $5,983+39.6% |
| Admin fee / account holder | $1,352 | $17,077-92.1% | $13,985-90.3% | $11,248-88.0% |