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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 | $131,310 | $160,028-17.9% | $147,080-10.7% | $145,884-10.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.81% | 98.60%-92.8pp | 420.17%-414.4pp | 551.85%-546.0pp |
| Employer contribution / active EE | $450 | $5,286-91.5% | $4,933-90.9% | $4,662-90.3% |
| Participant deferral / active EE | $3,000 | $8,422-64.4% | $8,066-62.8% | $6,690-55.2% |
| Admin fee / account holder | $7,481 | $15,030-50.2% | $12,989-42.4% | $13,392-44.1% |