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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 | $67,578 | $166,242-59.3% | $165,071-59.1% | $145,884-53.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 7.20% | 100.44%-93.2pp | 70.17%-63.0pp | 551.85%-544.6pp |
| Employer contribution / active EE | $961 | $5,283-81.8% | $4,347-77.9% | $4,662-79.4% |
| Participant deferral / active EE | $3,941 | $6,964-43.4% | $6,035-34.7% | $6,690-41.1% |
| Admin fee / account holder | $2,565 | $16,658-84.6% | $12,695-79.8% | $13,392-80.8% |