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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 | $37,276 | $111,535-66.6% | $105,223-64.6% | $137,256-72.8% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 11.55% | 237.85%-226.3pp | 180.65%-169.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $622 | $3,939-84.2% | $3,689-83.1% | $4,156-85.0% |
| Participant deferral / active EE | $3,941 | $5,500-28.3% | $5,072-22.3% | $6,407-38.5% |
| Admin fee / account holder | $1,614 | $9,721-83.4% | $8,859-81.8% | $12,270-86.8% |