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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 | $135,655 | $154,228-12.0% | $145,433-6.7% | $137,256-1.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 4.41% | 74.59%-70.2pp | 66.58%-62.2pp | 220.34%-215.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,695 | $8,216+42.3% | $7,897+48.1% | $6,407+82.5% |
| Admin fee / account holder | $65,946 | $14,344+359.8% | $13,129+402.3% | $12,270+437.5% |