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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 | $83,079 | $108,897-23.7% | $100,378-17.2% | $145,877-43.0% |
| Participation rate | 72.7% | 83.0%-10.2pp | 81.5%-8.8pp | 80.3%-7.6pp |
| Annual return | 8.18% | 58.17%-50.0pp | 49.41%-41.2pp | 551.28%-543.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,657 | $8,455-68.6% | $8,087-67.1% | $6,691-60.3% |
| Admin fee / account holder | $5,238 | $9,690-45.9% | $7,899-33.7% | $13,402-60.9% |