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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 | $170,574 | $90,489+88.5% | $76,051+124.3% | $145,978+16.8% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | 6.34% | 622.78%-616.4pp | 360.42%-354.1pp | 550.52%-544.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,136 | $5,164-19.9% | $4,257-2.8% | $6,690-38.2% |
| Admin fee / account holder | $2,061 | $8,374-75.4% | $6,416-67.9% | $13,400-84.6% |