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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 | $116,725 | $152,619-23.5% | $125,195-6.8% | $152,909-23.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 5.35% | 54.85%-49.5pp | 43.79%-38.4pp | 345.46%-340.1pp |
| Employer contribution / active EE | $361 | $4,947-92.7% | $3,866-90.7% | $4,764-92.4% |
| Participant deferral / active EE | $4,259 | $5,869-27.4% | $4,937-13.7% | $5,851-27.2% |
| Admin fee / account holder | $59,008 | $13,437+339.1% | $9,704+508.1% | $11,601+408.7% |