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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 | $75,724 | $172,111-56.0% | $150,298-49.6% | $137,256-44.8% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 6.35% | 69.37%-63.0pp | 62.79%-56.4pp | 220.34%-214.0pp |
| Employer contribution / active EE | $303 | $4,636-93.5% | $4,154-92.7% | $4,156-92.7% |
| Participant deferral / active EE | $1,720 | $6,166-72.1% | $5,453-68.5% | $6,407-73.2% |
| Admin fee / account holder | $1,148 | $16,471-93.0% | $14,116-91.9% | $12,270-90.6% |