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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 | $21,439 | $160,028-86.6% | $147,080-85.4% | $145,884-85.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -0.61% | 98.60%-99.2pp | 420.17%-420.8pp | 551.85%-552.5pp |
| Employer contribution / active EE | $424 | $5,286-92.0% | $4,933-91.4% | $4,662-90.9% |
| Participant deferral / active EE | $5,308 | $8,422-37.0% | $8,066-34.2% | $6,690-20.6% |
| Admin fee / account holder | $4,802 | $15,030-68.0% | $12,989-63.0% | $13,392-64.1% |