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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 | $124,090 | $209,425-40.7% | $178,499-30.5% | $158,966-21.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.78% | 188.80%-186.0pp | 151.10%-148.3pp | 302.95%-300.2pp |
| Employer contribution / active EE | $569 | $5,707-90.0% | $5,011-88.7% | $4,762-88.1% |
| Participant deferral / active EE | $3,780 | $5,955-36.5% | $5,202-27.3% | $5,983-36.8% |
| Admin fee / account holder | $1,738 | $17,078-89.8% | $13,986-87.6% | $11,250-84.6% |