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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 | $43,979 | $72,426-39.3% | $67,560-34.9% | $145,897-69.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 3.93% | 7226.78%-7222.9pp | 3533.50%-3529.6pp | 552.29%-548.4pp |
| Employer contribution / active EE | $82 | $3,074-97.3% | $2,737-97.0% | $4,663-98.3% |
| Participant deferral / active EE | $2,427 | $4,785-49.3% | $4,004-39.4% | $6,689-63.7% |
| Admin fee / account holder | $449 | $5,514-91.9% | $3,994-88.8% | $13,390-96.6% |