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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 | $190,807 | $112,131+70.2% | $95,964+98.8% | $158,982+20.0% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 5.47% | 171.19%-165.7pp | 91.64%-86.2pp | 302.99%-297.5pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,071 | $4,784+26.9% | $4,167+45.7% | $5,983+1.5% |
| Admin fee / account holder | $2,509 | $10,136-75.3% | $6,797-63.1% | $11,252-77.7% |