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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 | $17,424 | $154,228-88.7% | $145,433-88.0% | $137,256-87.3% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 9.80% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $635 | $4,804-86.8% | $4,554-86.1% | $4,156-84.7% |
| Participant deferral / active EE | $4,138 | $8,216-49.6% | $7,897-47.6% | $6,407-35.4% |
| Admin fee / account holder | $1,515 | $14,344-89.4% | $13,129-88.5% | $12,270-87.7% |