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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 | $116,013 | $166,242-30.2% | $165,071-29.7% | $145,884-20.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 7.53% | 100.44%-92.9pp | 70.17%-62.6pp | 551.85%-544.3pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,091 | $6,964+44.9% | $6,035+67.2% | $6,690+50.8% |
| Admin fee / account holder | $1,471 | $16,658-91.2% | $12,695-88.4% | $13,392-89.0% |