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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 | $124,840 | $150,447-17.0% | $136,298-8.4% | $147,586-15.4% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 9.80% | 1049.15%-1039.4pp | 5156.27%-5146.5pp | 578.59%-568.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,903 | $6,631+4.1% | $6,247+10.5% | $5,439+26.9% |
| Admin fee / account holder | $38,644 | $10,906+254.3% | $9,244+318.1% | $10,886+255.0% |