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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 | $17,565 | $183,516-90.4% | $155,534-88.7% | $145,884-88.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 6.11% | 61.43%-55.3pp | 64.92%-58.8pp | 551.85%-545.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,496 | $6,467-45.9% | $5,630-37.9% | $6,690-47.7% |
| Admin fee / account holder | $577 | $19,293-97.0% | $15,900-96.4% | $13,392-95.7% |