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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 | $45,860 | $157,296-70.8% | $141,191-67.5% | $152,897-70.0% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.5%+1.8pp |
| Annual return | 14.34% | 64.34%-50.0pp | 71.41%-57.1pp | 345.43%-331.1pp |
| Employer contribution / active EE | $268 | $5,262-94.9% | $4,736-94.3% | $4,764-94.4% |
| Participant deferral / active EE | $3,482 | $7,111-51.0% | $6,710-48.1% | $5,851-40.5% |
| Admin fee / account holder | $700 | $12,125-94.2% | $10,264-93.2% | $11,599-94.0% |