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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 | $15,283 | $154,228-90.1% | $145,433-89.5% | $137,256-88.9% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 10.89% | 74.59%-63.7pp | 66.58%-55.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $417 | $4,804-91.3% | $4,554-90.8% | $4,156-90.0% |
| Participant deferral / active EE | $3,649 | $8,216-55.6% | $7,897-53.8% | $6,407-43.1% |
| Admin fee / account holder | $3,330 | $14,344-76.8% | $13,129-74.6% | $12,270-72.9% |