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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 | $105,135 | $150,442-30.1% | $136,295-22.9% | $147,585-28.8% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 7.94% | 1049.09%-1041.1pp | 5155.97%-5148.0pp | 578.56%-570.6pp |
| Employer contribution / active EE | $57 | $5,256-98.9% | $4,695-98.8% | $4,876-98.8% |
| Participant deferral / active EE | $2,534 | $6,630-61.8% | $6,247-59.4% | $5,439-53.4% |
| Admin fee / account holder | $481 | $10,905-95.6% | $9,243-94.8% | $10,885-95.6% |