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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 | $26,719 | $155,555-82.8% | $146,866-81.8% | $155,188-82.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 7.18% | 115.41%-108.2pp | 102.85%-95.7pp | 148.84%-141.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,354 | $8,044-21.0% | $7,759-18.1% | $6,531-2.7% |
| Admin fee / account holder | $1,077 | $14,755-92.7% | $13,620-92.1% | $14,480-92.6% |