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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 | $49,215 | $183,592-73.2% | $155,567-68.4% | $145,959-66.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.09% | 61.24%-53.1pp | 64.74%-56.6pp | 561.95%-553.9pp |
| Employer contribution / active EE | $1,025 | $5,315-80.7% | $4,674-78.1% | $4,661-78.0% |
| Participant deferral / active EE | $13,375 | $6,464+106.9% | $5,628+137.7% | $6,689+100.0% |
| Admin fee / account holder | $745 | $19,318-96.1% | $15,916-95.3% | $13,398-94.4% |