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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 | $209,808 | $166,020+26.4% | $164,866+27.3% | $145,959+43.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.90% | 100.08%-92.2pp | 69.97%-62.1pp | 561.95%-554.1pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $12,200 | $6,961+75.3% | $6,033+102.2% | $6,689+82.4% |
| Admin fee / account holder | $1,084 | $16,644-93.5% | $12,689-91.5% | $13,398-91.9% |