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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 | $39,165 | $148,623-73.6% | $135,974-71.2% | $139,466-71.9% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.8pp |
| Annual return | 11.94% | 79.30%-67.4pp | 68.30%-56.4pp | 373.66%-361.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,692 | $8,103-54.4% | $7,760-52.4% | $6,712-45.0% |
| Admin fee / account holder | $1,740 | $12,406-86.0% | $10,767-83.8% | $11,409-84.7% |