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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 | $99,468 | $160,028-37.8% | $147,080-32.4% | $145,884-31.8% |
| Participation rate | 79.2% | 84.0%-4.9pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 9.62% | 98.60%-89.0pp | 420.17%-410.5pp | 551.85%-542.2pp |
| Employer contribution / active EE | $463 | $5,286-91.2% | $4,933-90.6% | $4,662-90.1% |
| Participant deferral / active EE | $7,927 | $8,422-5.9% | $8,066-1.7% | $6,690+18.5% |
| Admin fee / account holder | $5,884 | $15,030-60.9% | $12,989-54.7% | $13,392-56.1% |