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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 | $21,390 | $160,028-86.6% | $147,080-85.5% | $145,884-85.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.21% | 98.60%-93.4pp | 420.17%-415.0pp | 551.85%-546.6pp |
| Employer contribution / active EE | $652 | $5,286-87.7% | $4,933-86.8% | $4,662-86.0% |
| Participant deferral / active EE | $3,135 | $8,422-62.8% | $8,066-61.1% | $6,690-53.1% |
| Admin fee / account holder | $1,378 | $15,030-90.8% | $12,989-89.4% | $13,392-89.7% |