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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 | $25,174 | $148,582-83.1% | $135,942-81.5% | $139,456-81.9% |
| Participation rate | 70.8% | 83.9%-13.0pp | 81.9%-11.1pp | 80.3%-9.5pp |
| Annual return | 11.86% | 79.26%-67.4pp | 68.28%-56.4pp | 373.45%-361.6pp |
| Employer contribution / active EE | $522 | $5,245-90.0% | $4,858-89.2% | $4,753-89.0% |
| Participant deferral / active EE | $2,711 | $8,101-66.5% | $7,759-65.1% | $6,711-59.6% |
| Admin fee / account holder | $8,655 | $12,402-30.2% | $10,764-19.6% | $11,407-24.1% |