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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 | $31,459 | $168,635-81.3% | $147,617-78.7% | $125,389-74.9% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -4.55% | 77.65%-82.2pp | 61.98%-66.5pp | 282.24%-286.8pp |
| Employer contribution / active EE | $1,192 | $6,252-80.9% | $5,564-78.6% | $4,866-75.5% |
| Participant deferral / active EE | $3,562 | $5,507-35.3% | $4,895-27.2% | $5,352-33.4% |
| Admin fee / account holder | $1,021 | $13,580-92.5% | $11,612-91.2% | $9,541-89.3% |