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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 | $20,325 | $160,040-87.3% | $147,096-86.2% | $145,877-86.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.24% | 98.49%-90.3pp | 419.75%-411.5pp | 551.28%-543.0pp |
| Employer contribution / active EE | $513 | $5,289-90.3% | $4,936-89.6% | $4,663-89.0% |
| Participant deferral / active EE | $4,428 | $8,429-47.5% | $8,071-45.1% | $6,691-33.8% |
| Admin fee / account holder | $643 | $15,050-95.7% | $13,005-95.1% | $13,402-95.2% |