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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 | $86,346 | $138,102-37.5% | $125,381-31.1% | $134,532-35.8% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -23.02% | 750.73%-773.7pp | 572.31%-595.3pp | 418.27%-441.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,433 | $7,801-43.2% | $7,448-40.5% | $6,401-30.8% |
| Admin fee / account holder | $852 | $11,568-92.6% | $10,007-91.5% | $11,429-92.5% |