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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 | $116,082 | $72,396+60.3% | $67,511+71.9% | $145,959-20.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 4.32% | 7194.07%-7189.8pp | 3517.41%-3513.1pp | 561.95%-557.6pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,897 | $4,781-39.4% | $4,000-27.6% | $6,689-56.7% |
| Admin fee / account holder | $822 | $5,538-85.2% | $3,999-79.5% | $13,398-93.9% |