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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 | $17,181 | $138,114-87.6% | $125,391-86.3% | $134,545-87.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -32.74% | 750.88%-783.6pp | 572.41%-605.2pp | 418.37%-451.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $12,483 | $7,801+60.0% | $7,448+67.6% | $6,401+95.0% |
| Admin fee / account holder | $427 | $11,570-96.3% | $10,009-95.7% | $11,431-96.3% |