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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 | $49,252 | $183,516-73.2% | $155,534-68.3% | $145,884-66.2% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 8.52% | 61.43%-52.9pp | 64.92%-56.4pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,026 | $5,315-80.7% | $4,675-78.1% | $4,662-78.0% |
| Participant deferral / active EE | $4,357 | $6,467-32.6% | $5,630-22.6% | $6,690-34.9% |
| Admin fee / account holder | $532 | $19,293-97.2% | $15,900-96.7% | $13,392-96.0% |