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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 | $48,246 | $160,028-69.9% | $147,080-67.2% | $145,884-66.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 9.61% | 98.60%-89.0pp | 420.17%-410.6pp | 551.85%-542.2pp |
| Employer contribution / active EE | $42 | $5,286-99.2% | $4,933-99.2% | $4,662-99.1% |
| Participant deferral / active EE | $3,284 | $8,422-61.0% | $8,066-59.3% | $6,690-50.9% |
| Admin fee / account holder | $4,306 | $15,030-71.3% | $12,989-66.8% | $13,392-67.8% |