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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 | $171,058 | $148,629+15.1% | $135,982+25.8% | $139,487+22.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.42% | 79.33%-67.9pp | 68.32%-56.9pp | 373.84%-362.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $18,591 | $8,102+129.4% | $7,760+139.6% | $6,713+177.0% |
| Admin fee / account holder | $7,560 | $12,406-39.1% | $10,767-29.8% | $11,407-33.7% |