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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 | $63,875 | $157,276-59.4% | $141,177-54.8% | $152,885-58.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 7.10% | 64.33%-57.2pp | 71.40%-64.3pp | 345.39%-338.3pp |
| Employer contribution / active EE | $156 | $5,262-97.0% | $4,736-96.7% | $4,763-96.7% |
| Participant deferral / active EE | $9,664 | $7,110+35.9% | $6,710+44.0% | $5,851+65.2% |
| Admin fee / account holder | $7,816 | $12,123-35.5% | $10,263-23.8% | $11,598-32.6% |