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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 | $215,165 | $165,399+30.1% | $149,745+43.7% | $158,982+35.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -26.30% | 348.34%-374.6pp | 276.72%-303.0pp | 302.99%-329.3pp |
| Employer contribution / active EE | $837 | $5,105-83.6% | $4,646-82.0% | $4,763-82.4% |
| Participant deferral / active EE | $3,055 | $7,183-57.5% | $6,843-55.3% | $5,983-48.9% |
| Admin fee / account holder | $467 | $10,811-95.7% | $9,312-95.0% | $11,252-95.9% |