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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 | $116,294 | $70,366+65.3% | $66,674+74.4% | $138,895-16.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 12.65% | 386.41%-373.8pp | 321.24%-308.6pp | 145.39%-132.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,804 | $4,374+55.6% | $4,084+66.6% | $6,396+6.4% |
| Admin fee / account holder | $3,656 | $5,262-30.5% | $5,098-28.3% | $12,562-70.9% |