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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 | $48,863 | $202,342-75.9% | $172,752-71.7% | $152,897-68.0% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.5%+13.0pp |
| Annual return | 3.42% | 1029.83%-1026.4pp | 802.97%-799.5pp | 345.43%-342.0pp |
| Employer contribution / active EE | $438 | $5,858-92.5% | $5,144-91.5% | $4,764-90.8% |
| Participant deferral / active EE | $4,250 | $5,948-28.5% | $5,198-18.2% | $5,851-27.4% |
| Admin fee / account holder | $396 | $17,111-97.7% | $13,955-97.2% | $11,599-96.6% |