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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 | $110,446 | $160,028-31.0% | $147,080-24.9% | $145,884-24.3% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 8.72% | 98.60%-89.9pp | 420.17%-411.5pp | 551.85%-543.1pp |
| Employer contribution / active EE | $459 | $5,286-91.3% | $4,933-90.7% | $4,662-90.2% |
| Participant deferral / active EE | $5,516 | $8,422-34.5% | $8,066-31.6% | $6,690-17.5% |
| Admin fee / account holder | $2,358 | $15,030-84.3% | $12,989-81.8% | $13,392-82.4% |