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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 | $156,398-82.9% | $147,318-81.9% | $138,895-80.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 7.18% | 78.75%-71.6pp | 70.43%-63.3pp | 145.39%-138.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,354 | $8,237-22.9% | $7,906-19.6% | $6,396-0.7% |
| Admin fee / account holder | $1,077 | $14,976-92.8% | $13,708-92.1% | $12,562-91.4% |