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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 | $100,435 | $180,462-44.3% | $154,111-34.8% | $135,379-25.8% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -9.68% | 888.17%-897.9pp | 735.18%-744.9pp | 519.79%-529.5pp |
| Employer contribution / active EE | $1,233 | $6,036-79.6% | $5,298-76.7% | $4,779-74.2% |
| Participant deferral / active EE | $4,534 | $5,806-21.9% | $5,081-10.8% | $5,609-19.2% |
| Admin fee / account holder | $949 | $16,145-94.1% | $13,411-92.9% | $10,828-91.2% |