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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 | $75,098 | $180,459-58.4% | $154,108-51.3% | $135,380-44.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -9.05% | 888.21%-897.3pp | 735.21%-744.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $1,024 | $6,035-83.0% | $5,298-80.7% | $4,779-78.6% |
| Participant deferral / active EE | $6,011 | $5,806+3.5% | $5,081+18.3% | $5,609+7.2% |
| Admin fee / account holder | $586 | $16,145-96.4% | $13,411-95.6% | $10,828-94.6% |