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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 | $44,173 | $148,582-70.3% | $135,942-67.5% | $139,456-68.3% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 11.53% | 79.26%-67.7pp | 68.28%-56.8pp | 373.45%-361.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,328 | $8,101-58.9% | $7,759-57.1% | $6,711-50.4% |
| Admin fee / account holder | $2,858 | $12,402-77.0% | $10,764-73.4% | $11,407-74.9% |