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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 | $84,243 | $150,447-44.0% | $136,298-38.2% | $147,586-42.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.03% | 1049.15%-1042.1pp | 5156.27%-5149.2pp | 578.59%-571.6pp |
| Employer contribution / active EE | $596 | $5,256-88.7% | $4,696-87.3% | $4,876-87.8% |
| Participant deferral / active EE | $7,562 | $6,631+14.0% | $6,247+21.0% | $5,439+39.0% |
| Admin fee / account holder | $905 | $10,906-91.7% | $9,244-90.2% | $10,886-91.7% |