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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 | $83,025 | $160,070-48.1% | $147,117-43.6% | $145,897-43.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.00% | 98.69%-89.7pp | 420.54%-411.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $771 | $5,285-85.4% | $4,932-84.4% | $4,663-83.5% |
| Participant deferral / active EE | $3,050 | $8,419-63.8% | $8,065-62.2% | $6,689-54.4% |
| Admin fee / account holder | $641 | $15,035-95.7% | $12,993-95.1% | $13,390-95.2% |