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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 | $218,915 | $152,619+43.4% | $125,195+74.9% | $152,909+43.2% |
| Participation rate | 82.6% | 83.3%-0.7pp | 79.8%+2.8pp | 82.5%+0.2pp |
| Annual return | 8.36% | 54.85%-46.5pp | 43.79%-35.4pp | 345.46%-337.1pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,508 | $5,869-23.2% | $4,937-8.7% | $5,851-23.0% |
| Admin fee / account holder | $421 | $13,437-96.9% | $9,704-95.7% | $11,601-96.4% |