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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 | $142,879 | $166,268-14.1% | $165,100-13.5% | $145,897-2.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.13% | 100.52%-92.4pp | 70.21%-62.1pp | 552.29%-544.2pp |
| Employer contribution / active EE | $835 | $5,284-84.2% | $4,348-80.8% | $4,663-82.1% |
| Participant deferral / active EE | $2,158 | $6,964-69.0% | $6,035-64.2% | $6,689-67.7% |
| Admin fee / account holder | $3,672 | $16,659-78.0% | $12,696-71.1% | $13,390-72.6% |