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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 | $50,597 | $176,077-71.3% | $159,455-68.3% | $167,518-69.8% |
| Participation rate | 81.3% | 84.9%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 9.42% | 331.83%-322.4pp | 263.63%-254.2pp | 478.71%-469.3pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,822 | $7,751-37.8% | $7,353-34.4% | $6,342-24.0% |
| Admin fee / account holder | $2,654 | $12,556-78.9% | $10,800-75.4% | $12,312-78.4% |