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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 | $105,505 | $165,584-36.3% | $142,942-26.2% | $137,256-23.1% |
| Participation rate | 71.4% | 80.1%-8.6pp | 76.8%-5.4pp | 80.0%-8.5pp |
| Annual return | 9.08% | 164.22%-155.1pp | 113.70%-104.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,914 | $8,194-40.0% | $7,128-31.1% | $6,407-23.3% |
| Admin fee / account holder | $6,531 | $16,167-59.6% | $12,475-47.6% | $12,270-46.8% |