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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 | $74,771 | $70,366+6.3% | $66,674+12.1% | $138,895-46.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.10% | 386.41%-375.3pp | 321.24%-310.1pp | 145.39%-134.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $18,216 | $4,374+316.5% | $4,084+346.0% | $6,396+184.8% |
| Admin fee / account holder | $1,114 | $5,262-78.8% | $5,098-78.1% | $12,562-91.1% |