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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 | $62,418 | $166,242-62.5% | $165,071-62.2% | $145,884-57.2% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 7.18% | 100.44%-93.3pp | 70.17%-63.0pp | 551.85%-544.7pp |
| Employer contribution / active EE | $1,016 | $5,283-80.8% | $4,347-76.6% | $4,662-78.2% |
| Participant deferral / active EE | $2,468 | $6,964-64.6% | $6,035-59.1% | $6,690-63.1% |
| Admin fee / account holder | $5,246 | $16,658-68.5% | $12,695-58.7% | $13,392-60.8% |