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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 | $72,997 | $209,428-65.1% | $178,498-59.1% | $158,950-54.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.49% | 188.78%-186.3pp | 151.09%-148.6pp | 302.91%-300.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,317 | $5,955+123.6% | $5,202+156.0% | $5,983+122.6% |
| Admin fee / account holder | $5,342 | $17,077-68.7% | $13,985-61.8% | $11,248-52.5% |