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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 | $143,765 | $166,268-13.5% | $165,100-12.9% | $145,897-1.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.27% | 100.52%-92.3pp | 70.21%-61.9pp | 552.29%-544.0pp |
| Employer contribution / active EE | $244 | $5,284-95.4% | $4,348-94.4% | $4,663-94.8% |
| Participant deferral / active EE | $4,814 | $6,964-30.9% | $6,035-20.2% | $6,689-28.0% |
| Admin fee / account holder | $66,577 | $16,659+299.6% | $12,696+424.4% | $13,390+397.2% |