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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 | $71,167 | $157,304-54.8% | $141,197-49.6% | $152,909-53.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.13% | 64.34%-64.2pp | 71.41%-71.3pp | 345.46%-345.3pp |
| Employer contribution / active EE | $346 | $5,263-93.4% | $4,736-92.7% | $4,764-92.7% |
| Participant deferral / active EE | $6,916 | $7,111-2.7% | $6,710+3.1% | $5,851+18.2% |
| Admin fee / account holder | $3,042 | $12,126-74.9% | $10,265-70.4% | $11,601-73.8% |