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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 | $154,228-75.2% | $145,433-73.7% | $137,256-72.1% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 10.78% | 74.59%-63.8pp | 66.58%-55.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $508 | $4,804-89.4% | $4,554-88.8% | $4,156-87.8% |
| Participant deferral / active EE | $4,773 | $8,216-41.9% | $7,897-39.6% | $6,407-25.5% |
| Admin fee / account holder | $1,310 | $14,344-90.9% | $13,129-90.0% | $12,270-89.3% |