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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 | $115,907 | $160,028-27.6% | $147,080-21.2% | $145,884-20.5% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 7.24% | 98.60%-91.4pp | 420.17%-412.9pp | 551.85%-544.6pp |
| Employer contribution / active EE | $13 | $5,286-99.8% | $4,933-99.7% | $4,662-99.7% |
| Participant deferral / active EE | $8,739 | $8,422+3.8% | $8,066+8.3% | $6,690+30.6% |
| Admin fee / account holder | $787 | $15,030-94.8% | $12,989-93.9% | $13,392-94.1% |