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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 | $99,078 | $183,988-46.2% | $162,177-38.9% | $152,897-35.2% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.5%-11.0pp |
| Annual return | 12.00% | 150.79%-138.8pp | 115.60%-103.6pp | 345.43%-333.4pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,014 | $8,032-62.5% | $7,297-58.7% | $5,851-48.5% |
| Admin fee / account holder | $1,313 | $13,123-90.0% | $10,843-87.9% | $11,599-88.7% |