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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 | $69,065 | $160,059-56.9% | $140,019-50.7% | $135,380-49.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.69% | 911.48%-923.2pp | 651.17%-662.9pp | 519.81%-531.5pp |
| Employer contribution / active EE | $551 | $6,420-91.4% | $5,605-90.2% | $4,779-88.5% |
| Participant deferral / active EE | $4,083 | $7,641-46.6% | $6,927-41.0% | $5,609-27.2% |
| Admin fee / account holder | $23,333 | $13,328+75.1% | $10,705+118.0% | $10,828+115.5% |