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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 | $67,392 | $117,829-42.8% | $102,423-34.2% | $145,877-53.8% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 4.82% | 31.83%-27.0pp | 29.42%-24.6pp | 551.28%-546.5pp |
| Employer contribution / active EE | $449 | $3,615-87.6% | $3,023-85.2% | $4,663-90.4% |
| Participant deferral / active EE | $2,858 | $5,732-50.1% | $5,054-43.4% | $6,691-57.3% |
| Admin fee / account holder | $41,592 | $13,335+211.9% | $9,455+339.9% | $13,402+210.3% |