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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 | $143,385 | $202,342-29.1% | $172,752-17.0% | $152,897-6.2% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 9.10% | 1029.83%-1020.7pp | 802.97%-793.9pp | 345.43%-336.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,480 | $5,948-41.5% | $5,198-33.0% | $5,851-40.5% |
| Admin fee / account holder | $4,048 | $17,111-76.3% | $13,955-71.0% | $11,599-65.1% |