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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 | $63,008 | $111,535-43.5% | $105,223-40.1% | $137,256-54.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 7.70% | 237.85%-230.2pp | 180.65%-173.0pp | 220.34%-212.6pp |
| Employer contribution / active EE | $685 | $3,939-82.6% | $3,689-81.4% | $4,156-83.5% |
| Participant deferral / active EE | $2,551 | $5,500-53.6% | $5,072-49.7% | $6,407-60.2% |
| Admin fee / account holder | $4,381 | $9,721-54.9% | $8,859-50.6% | $12,270-64.3% |