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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 | $52,027 | $156,398-66.7% | $147,318-64.7% | $138,895-62.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 2.38% | 78.75%-76.4pp | 70.43%-68.1pp | 145.39%-143.0pp |
| Employer contribution / active EE | $774 | $4,853-84.0% | $4,593-83.1% | $4,194-81.5% |
| Participant deferral / active EE | $6,918 | $8,237-16.0% | $7,906-12.5% | $6,396+8.2% |
| Admin fee / account holder | $1,181 | $14,976-92.1% | $13,708-91.4% | $12,562-90.6% |