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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 | $196,152 | $148,582+32.0% | $135,942+44.3% | $139,456+40.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.22% | 79.26%-71.0pp | 68.28%-60.1pp | 373.45%-365.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,900 | $8,101-51.9% | $7,759-49.7% | $6,711-41.9% |
| Admin fee / account holder | $2,228 | $12,402-82.0% | $10,764-79.3% | $11,407-80.5% |