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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 | $107,354 | $165,381-35.1% | $149,730-28.3% | $158,966-32.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | -1.23% | 348.29%-349.5pp | 276.70%-277.9pp | 302.95%-304.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,000 | $7,182-2.5% | $6,843+2.3% | $5,983+17.0% |
| Admin fee / account holder | $1,348 | $10,809-87.5% | $9,310-85.5% | $11,250-88.0% |