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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 | $138,417 | $159,934-13.5% | $147,005-5.8% | $145,959-5.2% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 8.53% | 98.24%-89.7pp | 418.76%-410.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $10 | $5,287-99.8% | $4,934-99.8% | $4,661-99.8% |
| Participant deferral / active EE | $3,885 | $8,427-53.9% | $8,070-51.9% | $6,689-41.9% |
| Admin fee / account holder | $739 | $15,053-95.1% | $13,006-94.3% | $13,398-94.5% |