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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 | $159,978-37.8% | $147,041-32.4% | $145,978-31.9% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 9.62% | 98.36%-88.7pp | 419.21%-409.6pp | 550.52%-540.9pp |
| Employer contribution / active EE | $463 | $5,288-91.2% | $4,935-90.6% | $4,662-90.1% |
| Participant deferral / active EE | $7,927 | $8,429-6.0% | $8,071-1.8% | $6,690+18.5% |
| Admin fee / account holder | $5,884 | $15,053-60.9% | $13,006-54.8% | $13,400-56.1% |