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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 | $127,197 | $176,077-27.8% | $159,455-20.2% | $167,518-24.1% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 8.71% | 331.83%-323.1pp | 263.63%-254.9pp | 478.71%-470.0pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,881 | $7,751+1.7% | $7,353+7.2% | $6,342+24.3% |
| Admin fee / account holder | $874 | $12,556-93.0% | $10,800-91.9% | $12,312-92.9% |