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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 | $97,793 | $217,432-55.0% | $185,849-47.4% | $167,536-41.6% |
| Participation rate | 73.3% | 86.1%-12.7pp | 81.7%-8.4pp | 82.1%-8.8pp |
| Annual return | 6.81% | 148.42%-141.6pp | 122.10%-115.3pp | 478.82%-472.0pp |
| Employer contribution / active EE | $1,131 | $5,875-80.7% | $5,169-78.1% | $4,839-76.6% |
| Participant deferral / active EE | $3,084 | $6,357-51.5% | $5,569-44.6% | $6,342-51.4% |
| Admin fee / account holder | $383 | $19,818-98.1% | $16,244-97.6% | $12,315-96.9% |