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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 | $129,585 | $202,342-36.0% | $172,752-25.0% | $152,897-15.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.03% | 1029.83%-1017.8pp | 802.97%-790.9pp | 345.43%-333.4pp |
| Employer contribution / active EE | $1,147 | $5,858-80.4% | $5,144-77.7% | $4,764-75.9% |
| Participant deferral / active EE | $11,363 | $5,948+91.0% | $5,198+118.6% | $5,851+94.2% |
| Admin fee / account holder | $8,565 | $17,111-49.9% | $13,955-38.6% | $11,599-26.2% |