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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 | $23,211 | $157,276-85.2% | $141,177-83.6% | $152,885-84.8% |
| Participation rate | 70.6% | 84.8%-14.2pp | 82.5%-11.9pp | 82.5%-11.9pp |
| Annual return | 1.44% | 64.33%-62.9pp | 71.40%-70.0pp | 345.39%-344.0pp |
| Employer contribution / active EE | $884 | $5,262-83.2% | $4,736-81.3% | $4,763-81.4% |
| Participant deferral / active EE | $2,892 | $7,110-59.3% | $6,710-56.9% | $5,851-50.6% |
| Admin fee / account holder | $512 | $12,123-95.8% | $10,263-95.0% | $11,598-95.6% |