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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 | $40,455 | $138,072-70.7% | $123,549-67.3% | $135,382-70.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.11% | 153.69%-163.8pp | 119.20%-129.3pp | 519.77%-529.9pp |
| Employer contribution / active EE | $382 | $5,152-92.6% | $4,628-91.7% | $4,779-92.0% |
| Participant deferral / active EE | $8,417 | $6,799+23.8% | $6,426+31.0% | $5,609+50.1% |
| Admin fee / account holder | $1,118 | $10,917-89.8% | $9,284-88.0% | $10,829-89.7% |