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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 | $44,630 | $150,447-70.3% | $136,298-67.3% | $147,586-69.8% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 9.61% | 1049.15%-1039.5pp | 5156.27%-5146.7pp | 578.59%-569.0pp |
| Employer contribution / active EE | $880 | $5,256-83.3% | $4,696-81.3% | $4,876-82.0% |
| Participant deferral / active EE | $2,168 | $6,631-67.3% | $6,247-65.3% | $5,439-60.1% |
| Admin fee / account holder | $557 | $10,906-94.9% | $9,244-94.0% | $10,886-94.9% |