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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 | $25,577 | $142,354-82.0% | $125,529-79.6% | $155,188-83.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 5.43% | 306.06%-300.6pp | 202.56%-197.1pp | 148.84%-143.4pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,863 | $5,491-47.9% | $4,813-40.5% | $6,531-56.2% |
| Admin fee / account holder | $1,124 | $19,392-94.2% | $16,298-93.1% | $14,480-92.2% |