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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 | $242,404 | $82,674+193.2% | $125,363+93.4% | $68,495+253.9% |
| Participation rate | 81.4% | 75.0%+6.3pp | 82.4%-1.0pp | 67.9%+13.5pp |
| Annual return | -19.82% | -5.97%-13.8pp | 572.15%-592.0pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,005 | $6,111+129.2% | $7,447+88.1% | $4,028+247.7% |
| Admin fee / account holder | $10,896 | $6,276+73.6% | $10,005+8.9% | $5,403+101.7% |