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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 | $53,693 | $154,228-65.2% | $145,433-63.1% | $137,256-60.9% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 9.77% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $502 | $4,804-89.5% | $4,554-89.0% | $4,156-87.9% |
| Participant deferral / active EE | $5,794 | $8,216-29.5% | $7,897-26.6% | $6,407-9.6% |
| Admin fee / account holder | $450 | $14,344-96.9% | $13,129-96.6% | $12,270-96.3% |