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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 | $60,290 | $168,635-64.2% | $147,617-59.2% | $125,389-51.9% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | -4.39% | 77.65%-82.0pp | 61.98%-66.4pp | 282.24%-286.6pp |
| Employer contribution / active EE | $703 | $6,252-88.8% | $5,564-87.4% | $4,866-85.6% |
| Participant deferral / active EE | $3,947 | $5,507-28.3% | $4,895-19.4% | $5,352-26.2% |
| Admin fee / account holder | $1,364 | $13,580-90.0% | $11,612-88.3% | $9,541-85.7% |