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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 | $27,576 | $175,259-84.3% | $149,723-81.6% | $139,487-80.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.27% | 166.82%-157.6pp | 134.50%-125.2pp | 373.84%-364.6pp |
| Employer contribution / active EE | $909 | $5,478-83.4% | $4,821-81.1% | $4,755-80.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $318 | $16,158-98.0% | $13,215-97.6% | $11,407-97.2% |