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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 | $127,419 | $172,111-26.0% | $150,298-15.2% | $137,256-7.2% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 5.53% | 69.37%-63.8pp | 62.79%-57.3pp | 220.34%-214.8pp |
| Employer contribution / active EE | $708 | $4,636-84.7% | $4,154-83.0% | $4,156-83.0% |
| Participant deferral / active EE | $4,261 | $6,166-30.9% | $5,453-21.9% | $6,407-33.5% |
| Admin fee / account holder | $2,004 | $16,471-87.8% | $14,116-85.8% | $12,270-83.7% |