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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 | $57,444 | $172,111-66.6% | $150,298-61.8% | $137,256-58.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 8.50% | 69.37%-60.9pp | 62.79%-54.3pp | 220.34%-211.8pp |
| Employer contribution / active EE | $416 | $4,636-91.0% | $4,154-90.0% | $4,156-90.0% |
| Participant deferral / active EE | $3,513 | $6,166-43.0% | $5,453-35.6% | $6,407-45.2% |
| Admin fee / account holder | $32,623 | $16,471+98.1% | $14,116+131.1% | $12,270+165.9% |