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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 | $51,925 | $160,070-67.6% | $147,117-64.7% | $145,897-64.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.21% | 98.69%-90.5pp | 420.54%-412.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $578 | $5,285-89.1% | $4,932-88.3% | $4,663-87.6% |
| Participant deferral / active EE | $5,500 | $8,419-34.7% | $8,065-31.8% | $6,689-17.8% |
| Admin fee / account holder | $999 | $15,035-93.4% | $12,993-92.3% | $13,390-92.5% |