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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 | $44,643 | $138,114-67.7% | $125,391-64.4% | $134,545-66.8% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -22.34% | 750.88%-773.2pp | 572.41%-594.8pp | 418.37%-440.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $12,077 | $7,801+54.8% | $7,448+62.1% | $6,401+88.7% |
| Admin fee / account holder | $1,001 | $11,570-91.3% | $10,009-90.0% | $11,431-91.2% |