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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 | $60,002 | $70,366-14.7% | $66,674-10.0% | $138,895-56.8% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.7%+3.2pp | 79.9%-3.0pp |
| Annual return | 12.24% | 386.41%-374.2pp | 321.24%-309.0pp | 145.39%-133.2pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,094 | $4,374+130.8% | $4,084+147.2% | $6,396+57.8% |
| Admin fee / account holder | $1,889 | $5,262-64.1% | $5,098-63.0% | $12,562-85.0% |