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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 | $186,862 | $183,627+1.8% | $155,602+20.1% | $145,978+28.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 7.74% | 61.32%-53.6pp | 64.81%-57.1pp | 550.52%-542.8pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,481 | $6,466-46.2% | $5,629-38.2% | $6,690-48.0% |
| Admin fee / account holder | $6,939 | $19,327-64.1% | $15,923-56.4% | $13,400-48.2% |