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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 | $235,536 | $175,231+34.4% | $149,696+57.3% | $139,466+68.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.96% | 166.77%-159.8pp | 134.46%-127.5pp | 373.66%-366.7pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,508 | $6,521-0.2% | $5,682+14.5% | $6,712-3.0% |
| Admin fee / account holder | $2,350 | $16,155-85.5% | $13,212-82.2% | $11,409-79.4% |