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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 | $77,817 | $198,461-60.8% | $170,436-54.3% | $147,585-47.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.87% | 257.30%-248.4pp | 205.94%-197.1pp | 578.57%-569.7pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,877 | $5,629+93.2% | $4,939+120.2% | $5,439+100.0% |
| Admin fee / account holder | $5,420 | $16,852-67.8% | $13,880-61.0% | $10,885-50.2% |