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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 | $131,881 | $138,114-4.5% | $125,391+5.2% | $134,545-2.0% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -34.49% | 750.88%-785.4pp | 572.41%-606.9pp | 418.37%-452.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,234 | $7,801-58.5% | $7,448-56.6% | $6,401-49.5% |
| Admin fee / account holder | $3,217 | $11,570-72.2% | $10,009-67.9% | $11,431-71.9% |