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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 | $17,049 | $138,078-87.7% | $125,363-86.4% | $134,509-87.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -39.91% | 750.49%-790.4pp | 572.15%-612.1pp | 418.13%-458.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,238 | $7,800+5.6% | $7,447+10.6% | $6,400+28.7% |
| Admin fee / account holder | $1,861 | $11,566-83.9% | $10,005-81.4% | $11,427-83.7% |