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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 | $54,131 | $176,077-69.3% | $159,455-66.1% | $167,518-67.7% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 8.98% | 331.83%-322.8pp | 263.63%-254.6pp | 478.71%-469.7pp |
| Employer contribution / active EE | $928 | $5,298-82.5% | $4,830-80.8% | $4,838-80.8% |
| Participant deferral / active EE | $3,260 | $7,751-57.9% | $7,353-55.7% | $6,342-48.6% |
| Admin fee / account holder | $3,895 | $12,556-69.0% | $10,800-63.9% | $12,312-68.4% |