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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 | $48,597 | $172,111-71.8% | $150,298-67.7% | $137,256-64.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 10.74% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $409 | $4,636-91.2% | $4,154-90.2% | $4,156-90.2% |
| Participant deferral / active EE | $3,737 | $6,166-39.4% | $5,453-31.5% | $6,407-41.7% |
| Admin fee / account holder | $1,272 | $16,471-92.3% | $14,116-91.0% | $12,270-89.6% |