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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 | $207,767 | $150,207+38.3% | $120,380+72.6% | $145,978+42.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.05% | 154.28%-146.2pp | 107.28%-99.2pp | 550.52%-542.5pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,422 | $6,175+4.0% | $4,992+28.6% | $6,690-4.0% |
| Admin fee / account holder | $9,996 | $12,203-18.1% | $9,421+6.1% | $13,400-25.4% |