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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 | $82,930 | $155,833-46.8% | $124,693-33.5% | $167,536-50.5% |
| Participation rate | 81.3% | 81.1%+0.1pp | 74.6%+6.6pp | 82.1%-0.9pp |
| Annual return | 8.66% | 17.98%-9.3pp | 5144.19%-5135.5pp | 478.82%-470.2pp |
| Employer contribution / active EE | $425 | $4,164-89.8% | $3,324-87.2% | $4,839-91.2% |
| Participant deferral / active EE | $5,204 | $5,675-8.3% | $4,615+12.8% | $6,342-18.0% |
| Admin fee / account holder | $302 | $9,534-96.8% | $7,494-96.0% | $12,315-97.5% |