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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 | $101,471 | $160,028-36.6% | $147,080-31.0% | $145,884-30.4% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 9.49% | 98.60%-89.1pp | 420.17%-410.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $778 | $5,286-85.3% | $4,933-84.2% | $4,662-83.3% |
| Participant deferral / active EE | $6,666 | $8,422-20.8% | $8,066-17.4% | $6,690-0.4% |
| Admin fee / account holder | $3,119 | $15,030-79.2% | $12,989-76.0% | $13,392-76.7% |