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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 | $174,066 | $226,090-23.0% | $182,531-4.6% | $152,885+13.9% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.5%+5.0pp |
| Annual return | 2.27% | 192.57%-190.3pp | 148.57%-146.3pp | 345.39%-343.1pp |
| Employer contribution / active EE | $2 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,824 | $6,369-71.4% | $5,525-67.0% | $5,851-68.8% |
| Admin fee / account holder | $671 | $10,705-93.7% | $8,593-92.2% | $11,598-94.2% |