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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 | $36,152 | $159,978-77.4% | $147,041-75.4% | $145,978-75.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.93% | 98.36%-89.4pp | 419.21%-410.3pp | 550.52%-541.6pp |
| Employer contribution / active EE | $970 | $5,288-81.7% | $4,935-80.3% | $4,662-79.2% |
| Participant deferral / active EE | $4,964 | $8,429-41.1% | $8,071-38.5% | $6,690-25.8% |
| Admin fee / account holder | $642 | $15,053-95.7% | $13,006-95.1% | $13,400-95.2% |