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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 | $26,457 | $160,070-83.5% | $147,117-82.0% | $145,897-81.9% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 8.10% | 98.69%-90.6pp | 420.54%-412.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,180 | $8,419-14.7% | $8,065-11.0% | $6,689+7.3% |
| Admin fee / account holder | $2,678 | $15,035-82.2% | $12,993-79.4% | $13,390-80.0% |