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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 | $93,537 | $157,296-40.5% | $141,191-33.8% | $152,897-38.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 13.38% | 64.34%-51.0pp | 71.41%-58.0pp | 345.43%-332.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,365 | $7,111-38.6% | $6,710-35.0% | $5,851-25.4% |
| Admin fee / account holder | $4,562 | $12,125-62.4% | $10,264-55.6% | $11,599-60.7% |