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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 | $72,218 | $67,823+6.5% | $52,425+37.8% | $137,256-47.4% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | -9.52% | 219.11%-228.6pp | 302.12%-311.6pp | 220.34%-229.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $23,028 | $2,288+906.5% | $1,790+1186.2% | $6,407+259.4% |
| Admin fee / account holder | $15,709 | $2,844+452.3% | $2,495+529.6% | $12,270+28.0% |