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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 | $79,326 | $209,336-62.1% | $197,124-59.8% | $137,256-42.2% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 9.98% | 48.09%-38.1pp | 44.34%-34.4pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,273 | $6,591-80.7% | $6,227-79.6% | $4,156-69.4% |
| Participant deferral / active EE | $5,389 | $9,614-44.0% | $9,135-41.0% | $6,407-15.9% |
| Admin fee / account holder | $319 | $17,308-98.2% | $16,298-98.0% | $12,270-97.4% |