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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 | $31,541 | $176,120-82.1% | $159,487-80.2% | $167,553-81.2% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 8.35% | 331.95%-323.6pp | 263.71%-255.4pp | 478.89%-470.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,958 | $7,752-23.1% | $7,354-19.0% | $6,343-6.1% |
| Admin fee / account holder | $3,969 | $12,561-68.4% | $10,804-63.3% | $12,316-67.8% |