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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 | $87,317 | $138,114-36.8% | $125,391-30.4% | $134,545-35.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -21.85% | 750.88%-772.7pp | 572.41%-594.3pp | 418.37%-440.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,561 | $7,801-54.3% | $7,448-52.2% | $6,401-44.4% |
| Admin fee / account holder | $7,813 | $11,570-32.5% | $10,009-21.9% | $11,431-31.6% |