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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 | $45,391 | $150,446-69.8% | $136,297-66.7% | $147,585-69.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.70% | 1049.14%-1039.4pp | 5156.19%-5146.5pp | 578.58%-568.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,076 | $6,631-38.5% | $6,247-34.8% | $5,439-25.1% |
| Admin fee / account holder | $1,374 | $10,906-87.4% | $9,244-85.1% | $10,886-87.4% |