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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 | $128,434 | $217,427-40.9% | $185,837-30.9% | $167,518-23.3% |
| Participation rate | 95.7% | 86.0%+9.6pp | 81.7%+13.9pp | 82.1%+13.5pp |
| Annual return | 4.30% | 148.39%-144.1pp | 122.08%-117.8pp | 478.71%-474.4pp |
| Employer contribution / active EE | $894 | $5,874-84.8% | $5,168-82.7% | $4,838-81.5% |
| Participant deferral / active EE | $3,661 | $6,357-42.4% | $5,568-34.3% | $6,342-42.3% |
| Admin fee / account holder | $400 | $19,816-98.0% | $16,241-97.5% | $12,312-96.7% |