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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 | $59,197 | $70,366-15.9% | $66,674-11.2% | $138,895-57.4% |
| Participation rate | 72.2% | 76.2%-4.0pp | 73.7%-1.5pp | 79.9%-7.7pp |
| Annual return | 11.56% | 386.41%-374.8pp | 321.24%-309.7pp | 145.39%-133.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,046 | $4,374-7.5% | $4,084-0.9% | $6,396-36.7% |
| Admin fee / account holder | $9,762 | $5,262+85.5% | $5,098+91.5% | $12,562-22.3% |