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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 | $71,804 | $159,934-55.1% | $147,005-51.2% | $145,959-50.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 7.31% | 98.24%-90.9pp | 418.76%-411.5pp | 561.95%-554.6pp |
| Employer contribution / active EE | $933 | $5,287-82.4% | $4,934-81.1% | $4,661-80.0% |
| Participant deferral / active EE | $2,787 | $8,427-66.9% | $8,070-65.5% | $6,689-58.3% |
| Admin fee / account holder | $12,022 | $15,053-20.1% | $13,006-7.6% | $13,398-10.3% |