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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 | $144,734 | $198,461-27.1% | $170,436-15.1% | $147,585-1.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 5.53% | 257.30%-251.8pp | 205.94%-200.4pp | 578.57%-573.0pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,710 | $5,629+108.0% | $4,939+137.1% | $5,439+115.3% |
| Admin fee / account holder | $7,451 | $16,852-55.8% | $13,880-46.3% | $10,885-31.5% |