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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 | $37,254 | $166,268-77.6% | $165,100-77.4% | $145,897-74.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.79% | 100.52%-92.7pp | 70.21%-62.4pp | 552.29%-544.5pp |
| Employer contribution / active EE | $1,002 | $5,284-81.0% | $4,348-77.0% | $4,663-78.5% |
| Participant deferral / active EE | $11,092 | $6,964+59.3% | $6,035+83.8% | $6,689+65.8% |
| Admin fee / account holder | $505 | $16,659-97.0% | $12,696-96.0% | $13,390-96.2% |