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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 | $51,132 | $157,296-67.5% | $141,191-63.8% | $152,897-66.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.45% | 64.34%-51.9pp | 71.41%-59.0pp | 345.43%-333.0pp |
| Employer contribution / active EE | $881 | $5,262-83.3% | $4,736-81.4% | $4,764-81.5% |
| Participant deferral / active EE | $5,549 | $7,111-22.0% | $6,710-17.3% | $5,851-5.2% |
| Admin fee / account holder | $1,910 | $12,125-84.3% | $10,264-81.4% | $11,599-83.5% |