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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 | $138,993 | $159,978-13.1% | $147,041-5.5% | $145,978-4.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.88% | 98.36%-90.5pp | 419.21%-411.3pp | 550.52%-542.6pp |
| Employer contribution / active EE | $964 | $5,288-81.8% | $4,935-80.5% | $4,662-79.3% |
| Participant deferral / active EE | $3,149 | $8,429-62.6% | $8,071-61.0% | $6,690-52.9% |
| Admin fee / account holder | $9,804 | $15,053-34.9% | $13,006-24.6% | $13,400-26.8% |