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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 | $16,346 | $92,684-82.4% | $82,706-80.2% | $134,509-87.8% |
| Participation rate | 81.3% | 75.2%+6.1pp | 72.6%+8.7pp | 81.2%0pp |
| Annual return | -23.68% | 945.84%-969.5pp | 701.76%-725.4pp | 418.13%-441.8pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,849 | $4,800+1.0% | $4,394+10.4% | $6,400-24.2% |
| Admin fee / account holder | $1,626 | $5,982-72.8% | $5,329-69.5% | $11,427-85.8% |