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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 | $40,619 | $183,516-77.9% | $155,534-73.9% | $145,884-72.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 4.34% | 61.43%-57.1pp | 64.92%-60.6pp | 551.85%-547.5pp |
| Employer contribution / active EE | $393 | $5,315-92.6% | $4,675-91.6% | $4,662-91.6% |
| Participant deferral / active EE | $4,160 | $6,467-35.7% | $5,630-26.1% | $6,690-37.8% |
| Admin fee / account holder | $846 | $19,293-95.6% | $15,900-94.7% | $13,392-93.7% |