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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 | $54,508 | $202,345-73.1% | $172,755-68.4% | $152,885-64.3% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 8.63% | 1029.77%-1021.1pp | 802.94%-794.3pp | 345.39%-336.8pp |
| Employer contribution / active EE | $929 | $5,858-84.1% | $5,144-81.9% | $4,763-80.5% |
| Participant deferral / active EE | $2,928 | $5,948-50.8% | $5,198-43.7% | $5,851-50.0% |
| Admin fee / account holder | $1,311 | $17,111-92.3% | $13,955-90.6% | $11,598-88.7% |