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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 | $75,127 | $165,351-54.6% | $149,710-49.8% | $158,931-52.7% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 7.68% | 348.19%-340.5pp | 276.63%-268.9pp | 302.86%-295.2pp |
| Employer contribution / active EE | $888 | $5,103-82.6% | $4,645-80.9% | $4,761-81.4% |
| Participant deferral / active EE | $10,733 | $7,181+49.5% | $6,842+56.9% | $5,982+79.4% |
| Admin fee / account holder | $2,907 | $10,807-73.1% | $9,309-68.8% | $11,247-74.2% |