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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 | $32,444 | $156,398-79.3% | $147,318-78.0% | $138,895-76.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 4.42% | 78.75%-74.3pp | 70.43%-66.0pp | 145.39%-141.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $17,405 | $8,237+111.3% | $7,906+120.1% | $6,396+172.1% |
| Admin fee / account holder | $5,588 | $14,976-62.7% | $13,708-59.2% | $12,562-55.5% |