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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 | $204,918 | $167,362+22.4% | $143,799+42.5% | $134,532+52.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.55% | 0.47%-26.0pp | -0.04%-25.5pp | 418.27%-443.8pp |
| Employer contribution / active EE | $243 | $5,620-95.7% | $4,952-95.1% | $4,741-94.9% |
| Participant deferral / active EE | $7,118 | $6,447+10.4% | $5,638+26.2% | $6,401+11.2% |
| Admin fee / account holder | $1,627 | $18,094-91.0% | $14,677-88.9% | $11,429-85.8% |