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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 | $166,131-13.5% | $164,975-12.9% | $145,877-1.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.27% | 100.37%-92.1pp | 70.12%-61.9pp | 551.28%-543.0pp |
| Employer contribution / active EE | $244 | $5,276-95.4% | $4,343-94.4% | $4,663-94.8% |
| Participant deferral / active EE | $4,814 | $6,962-30.9% | $6,033-20.2% | $6,691-28.1% |
| Admin fee / account holder | $66,577 | $16,648+299.9% | $12,688+424.7% | $13,402+396.8% |