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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 | $165,399-54.6% | $149,745-49.8% | $158,982-52.7% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 7.68% | 348.34%-340.7pp | 276.72%-269.0pp | 302.99%-295.3pp |
| Employer contribution / active EE | $888 | $5,105-82.6% | $4,646-80.9% | $4,763-81.4% |
| Participant deferral / active EE | $10,733 | $7,183+49.4% | $6,843+56.8% | $5,983+79.4% |
| Admin fee / account holder | $2,907 | $10,811-73.1% | $9,312-68.8% | $11,252-74.2% |