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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 | $66,765 | $165,381-59.6% | $149,730-55.4% | $158,966-58.0% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 8.02% | 348.29%-340.3pp | 276.70%-268.7pp | 302.95%-294.9pp |
| Employer contribution / active EE | $429 | $5,104-91.6% | $4,645-90.8% | $4,762-91.0% |
| Participant deferral / active EE | $7,103 | $7,182-1.1% | $6,843+3.8% | $5,983+18.7% |
| Admin fee / account holder | $37,248 | $10,809+244.6% | $9,310+300.1% | $11,250+231.1% |