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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 | $62,428 | $156,398-60.1% | $147,318-57.6% | $138,895-55.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 11.75% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,728 | $8,237-42.6% | $7,906-40.2% | $6,396-26.1% |
| Admin fee / account holder | $746 | $14,976-95.0% | $13,708-94.6% | $12,562-94.1% |