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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 | $117,904-42.8% | $102,457-34.2% | $145,978-53.8% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 4.82% | 31.80%-27.0pp | 29.41%-24.6pp | 550.52%-545.7pp |
| Employer contribution / active EE | $449 | $3,613-87.6% | $3,022-85.1% | $4,662-90.4% |
| Participant deferral / active EE | $2,858 | $5,733-50.1% | $5,054-43.4% | $6,690-57.3% |
| Admin fee / account holder | $41,592 | $13,329+212.0% | $9,451+340.1% | $13,400+210.4% |