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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 | $41,585 | $166,131-75.0% | $164,975-74.8% | $145,877-71.5% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%0pp | 80.3%-1.7pp |
| Annual return | 7.83% | 100.37%-92.5pp | 70.12%-62.3pp | 551.28%-543.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,706 | $6,962-61.1% | $6,033-55.1% | $6,691-59.5% |
| Admin fee / account holder | $630 | $16,648-96.2% | $12,688-95.0% | $13,402-95.3% |