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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 | $33,712 | $176,077-80.9% | $159,455-78.9% | $167,518-79.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -25.43% | 331.83%-357.3pp | 263.63%-289.1pp | 478.71%-504.1pp |
| Employer contribution / active EE | $800 | $5,298-84.9% | $4,830-83.4% | $4,838-83.5% |
| Participant deferral / active EE | $3,900 | $7,751-49.7% | $7,353-47.0% | $6,342-38.5% |
| Admin fee / account holder | $863 | $12,556-93.1% | $10,800-92.0% | $12,312-93.0% |