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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 | $74,233 | $56,197+32.1% | $67,652+9.7% | $59,633+24.5% |
| Participation rate | 88.0% | 71.5%+16.5pp | 75.7%+12.3pp | 68.7%+19.3pp |
| Annual return | -3.58% | 18508.10%-18511.7pp | 6625.40%-6629.0pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $10,816 | $2,844+280.4% | $3,560+203.8% | $3,192+238.9% |
| Admin fee / account holder | $7,293 | $3,958+84.3% | $4,821+51.3% | $4,297+69.7% |