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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 | $130,494 | $155,555-16.1% | $146,866-11.1% | $155,188-15.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 4.87% | 115.41%-110.5pp | 102.85%-98.0pp | 148.84%-144.0pp |
| Employer contribution / active EE | $45 | $4,647-99.0% | $4,425-99.0% | $4,248-98.9% |
| Participant deferral / active EE | $11,040 | $8,044+37.2% | $7,759+42.3% | $6,531+69.0% |
| Admin fee / account holder | $1,622 | $14,755-89.0% | $13,620-88.1% | $14,480-88.8% |