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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 | $160,931 | $183,592-12.3% | $155,574+3.4% | $145,877+10.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.87% | 61.37%-57.5pp | 64.87%-61.0pp | 551.28%-547.4pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,600 | $6,466-28.9% | $5,629-18.3% | $6,691-31.2% |
| Admin fee / account holder | $100,000 | $19,316+417.7% | $15,914+528.4% | $13,402+646.1% |