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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 | $21,373 | $162,136-86.8% | $152,301-86.0% | $154,746-86.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 10.81% | 91.02%-80.2pp | 80.50%-69.7pp | 172.34%-161.5pp |
| Employer contribution / active EE | $848 | $4,890-82.7% | $4,624-81.7% | $4,379-80.6% |
| Participant deferral / active EE | $3,392 | $8,341-59.3% | $8,004-57.6% | $6,730-49.6% |
| Admin fee / account holder | $4,134 | $15,759-73.8% | $14,398-71.3% | $14,365-71.2% |