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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 | $38,976 | $176,105-77.9% | $159,474-75.6% | $167,536-76.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.22% | 331.91%-323.7pp | 263.68%-255.5pp | 478.82%-470.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,876 | $7,751+27.4% | $7,353+34.3% | $6,342+55.7% |
| Admin fee / account holder | $6,297 | $12,559-49.9% | $10,802-41.7% | $12,315-48.9% |