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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 | $189,130 | $88,815+112.9% | $81,882+131.0% | $145,897+29.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.94% | 1033.75%-1029.8pp | 779.47%-775.5pp | 552.29%-548.4pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $30,870 | $4,647+564.3% | $4,323+614.1% | $6,689+361.5% |
| Admin fee / account holder | $1,808 | $8,434-78.6% | $7,360-75.4% | $13,390-86.5% |