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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 | $99,449 | $202,345-50.9% | $172,755-42.4% | $152,885-35.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.30% | 1029.77%-1025.5pp | 802.94%-798.6pp | 345.39%-341.1pp |
| Employer contribution / active EE | $664 | $5,858-88.7% | $5,144-87.1% | $4,763-86.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,238 | $17,111-92.8% | $13,955-91.1% | $11,598-89.3% |