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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 | $18,682 | $138,102-86.5% | $125,381-85.1% | $134,532-86.1% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -38.28% | 750.73%-789.0pp | 572.31%-610.6pp | 418.27%-456.5pp |
| Employer contribution / active EE | $243 | $5,245-95.4% | $4,815-94.9% | $4,741-94.9% |
| Participant deferral / active EE | $8,470 | $7,801+8.6% | $7,448+13.7% | $6,401+32.3% |
| Admin fee / account holder | $3,890 | $11,568-66.4% | $10,007-61.1% | $11,429-66.0% |