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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 | $35,120 | $135,956-74.2% | $123,894-71.7% | $273,972-87.2% |
| Participation rate | 88.2% | 84.1%+4.2pp | 81.4%+6.8pp | 83.0%+5.2pp |
| Annual return | -0.98% | 56.63%-57.6pp | 47.52%-48.5pp | 41.46%-42.4pp |
| Employer contribution / active EE | $799 | $5,170-84.5% | $4,617-82.7% | $4,869-83.6% |
| Participant deferral / active EE | $2,928 | $6,343-53.8% | $5,984-51.1% | $5,287-44.6% |
| Admin fee / account holder | $2,182 | $9,817-77.8% | $8,357-73.9% | $10,133-78.5% |