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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 | $110,327 | $160,070-31.1% | $147,117-25.0% | $145,897-24.4% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 5.33% | 98.69%-93.4pp | 420.54%-415.2pp | 552.29%-547.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,821 | $8,419+52.3% | $8,065+59.0% | $6,689+91.7% |
| Admin fee / account holder | $7,544 | $15,035-49.8% | $12,993-41.9% | $13,390-43.7% |