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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 | $78,000 | $111,535-30.1% | $105,223-25.9% | $137,256-43.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 9.29% | 237.85%-228.6pp | 180.65%-171.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $230 | $3,939-94.2% | $3,689-93.8% | $4,156-94.5% |
| Participant deferral / active EE | $5,870 | $5,500+6.7% | $5,072+15.7% | $6,407-8.4% |
| Admin fee / account holder | $4,632 | $9,721-52.3% | $8,859-47.7% | $12,270-62.2% |