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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 | $159,978-55.1% | $147,041-51.2% | $145,978-50.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 7.31% | 98.36%-91.1pp | 419.21%-411.9pp | 550.52%-543.2pp |
| Employer contribution / active EE | $933 | $5,288-82.4% | $4,935-81.1% | $4,662-80.0% |
| Participant deferral / active EE | $2,787 | $8,429-66.9% | $8,071-65.5% | $6,690-58.3% |
| Admin fee / account holder | $12,022 | $15,053-20.1% | $13,006-7.6% | $13,400-10.3% |