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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 | $244,462 | $162,136+50.8% | $152,301+60.5% | $154,746+58.0% |
| Participation rate | 84.6% | 84.1%+0.5pp | 82.4%+2.2pp | 80.7%+3.9pp |
| Annual return | 10.99% | 91.02%-80.0pp | 80.50%-69.5pp | 172.34%-161.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,046 | $8,341-63.5% | $8,004-61.9% | $6,730-54.7% |
| Admin fee / account holder | $5,356 | $15,759-66.0% | $14,398-62.8% | $14,365-62.7% |