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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 | $113,178 | $180,466-37.3% | $154,114-26.6% | $135,382-16.4% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -10.72% | 888.15%-898.9pp | 735.16%-745.9pp | 519.77%-530.5pp |
| Employer contribution / active EE | $983 | $6,035-83.7% | $5,298-81.4% | $4,779-79.4% |
| Participant deferral / active EE | $6,863 | $5,806+18.2% | $5,081+35.1% | $5,609+22.4% |
| Admin fee / account holder | $657 | $16,144-95.9% | $13,411-95.1% | $10,829-93.9% |