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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 | $188,954 | $162,136+16.5% | $152,301+24.1% | $154,746+22.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 1.63% | 91.02%-89.4pp | 80.50%-78.9pp | 172.34%-170.7pp |
| Employer contribution / active EE | $312 | $4,890-93.6% | $4,624-93.3% | $4,379-92.9% |
| Participant deferral / active EE | $3,122 | $8,341-62.6% | $8,004-61.0% | $6,730-53.6% |
| Admin fee / account holder | $215,594 | $15,759+1268.0% | $14,398+1397.4% | $14,365+1400.8% |