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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 | $91,941 | $176,105-47.8% | $159,474-42.3% | $167,536-45.1% |
| Participation rate | 94.1% | 85.0%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 9.06% | 331.91%-322.8pp | 263.68%-254.6pp | 478.82%-469.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,600 | $7,751-27.8% | $7,353-23.8% | $6,342-11.7% |
| Admin fee / account holder | $4,217 | $12,559-66.4% | $10,802-61.0% | $12,315-65.8% |