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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 | $75,304 | $176,105-57.2% | $159,474-52.8% | $167,536-55.1% |
| Participation rate | 78.6% | 85.0%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 8.73% | 331.91%-323.2pp | 263.68%-254.9pp | 478.82%-470.1pp |
| Employer contribution / active EE | $950 | $5,299-82.1% | $4,831-80.3% | $4,839-80.4% |
| Participant deferral / active EE | $9,808 | $7,751+26.5% | $7,353+33.4% | $6,342+54.6% |
| Admin fee / account holder | $1,578 | $12,559-87.4% | $10,802-85.4% | $12,315-87.2% |