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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 | $48,340 | $154,228-68.7% | $145,433-66.8% | $137,256-64.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 5.34% | 74.59%-69.2pp | 66.58%-61.2pp | 220.34%-215.0pp |
| Employer contribution / active EE | $823 | $4,804-82.9% | $4,554-81.9% | $4,156-80.2% |
| Participant deferral / active EE | $7,667 | $8,216-6.7% | $7,897-2.9% | $6,407+19.7% |
| Admin fee / account holder | $4,483 | $14,344-68.7% | $13,129-65.9% | $12,270-63.5% |