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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 | $148,623-83.1% | $135,974-81.5% | $139,466-81.9% |
| Participation rate | 70.8% | 83.9%-13.0pp | 81.9%-11.1pp | 80.3%-9.5pp |
| Annual return | 11.86% | 79.30%-67.4pp | 68.30%-56.4pp | 373.66%-361.8pp |
| Employer contribution / active EE | $522 | $5,246-90.0% | $4,859-89.2% | $4,754-89.0% |
| Participant deferral / active EE | $2,711 | $8,103-66.5% | $7,760-65.1% | $6,712-59.6% |
| Admin fee / account holder | $8,655 | $12,406-30.2% | $10,767-19.6% | $11,409-24.1% |