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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 | $38,287 | $162,136-76.4% | $152,301-74.9% | $154,746-75.3% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 10.78% | 91.02%-80.2pp | 80.50%-69.7pp | 172.34%-161.6pp |
| Employer contribution / active EE | $508 | $4,890-89.6% | $4,624-89.0% | $4,379-88.4% |
| Participant deferral / active EE | $4,773 | $8,341-42.8% | $8,004-40.4% | $6,730-29.1% |
| Admin fee / account holder | $1,310 | $15,759-91.7% | $14,398-90.9% | $14,365-90.9% |