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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 | $86,792 | $180,466-51.9% | $154,114-43.7% | $135,382-35.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.60% | 888.15%-897.8pp | 735.16%-744.8pp | 519.77%-529.4pp |
| Employer contribution / active EE | $1,208 | $6,035-80.0% | $5,298-77.2% | $4,779-74.7% |
| Participant deferral / active EE | $9,138 | $5,806+57.4% | $5,081+79.9% | $5,609+62.9% |
| Admin fee / account holder | $1,681 | $16,144-89.6% | $13,411-87.5% | $10,829-84.5% |