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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 | $62,310 | $209,422-70.2% | $178,503-65.1% | $158,982-60.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.02% | 188.81%-183.8pp | 151.12%-146.1pp | 302.99%-298.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,942 | $5,955+67.0% | $5,202+91.1% | $5,983+66.2% |
| Admin fee / account holder | $6,055 | $17,079-64.5% | $13,987-56.7% | $11,252-46.2% |