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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 | $129,355 | $105,200+23.0% | $159,474-18.9% | $85,847+50.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.58% | 45.08%-33.5pp | 263.68%-252.1pp | 318.61%-307.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,937 | $5,946+100.8% | $7,353+62.3% | $3,952+202.0% |
| Admin fee / account holder | $1,131 | $6,934-83.7% | $10,802-89.5% | $6,261-81.9% |