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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 | $217,912 | $135,645+60.6% | $110,243+97.7% | $135,380+61.0% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -9.92% | 513.24%-523.2pp | 314.76%-324.7pp | 519.81%-529.7pp |
| Employer contribution / active EE | $470 | $4,907-90.4% | $3,827-87.7% | $4,779-90.2% |
| Participant deferral / active EE | $5,311 | $5,507-3.6% | $4,672+13.7% | $5,609-5.3% |
| Admin fee / account holder | $1,509 | $11,458-86.8% | $8,548-82.3% | $10,828-86.1% |