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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 | $162,415 | $160,040+1.5% | $147,096+10.4% | $145,877+11.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.36% | 98.49%-89.1pp | 419.75%-410.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,933 | $8,429+29.7% | $8,071+35.5% | $6,691+63.4% |
| Admin fee / account holder | $2,003 | $15,050-86.7% | $13,005-84.6% | $13,402-85.1% |