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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 | $58,500 | $150,446-61.1% | $136,297-57.1% | $147,585-60.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.66% | 1049.14%-1040.5pp | 5156.19%-5147.5pp | 578.58%-569.9pp |
| Employer contribution / active EE | $834 | $5,256-84.1% | $4,696-82.2% | $4,876-82.9% |
| Participant deferral / active EE | $4,800 | $6,631-27.6% | $6,247-23.2% | $5,439-11.7% |
| Admin fee / account holder | $57,995 | $10,906+431.8% | $9,244+527.4% | $10,886+432.8% |