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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 | $120,240 | $86,298+39.3% | $111,308+8.0% | $85,847+40.1% |
| Participation rate | 78.4% | 73.3%+5.1pp | 77.3%+1.1pp | 69.3%+9.1pp |
| Annual return | 7.54% | 19.99%-12.4pp | 54.67%-47.1pp | 318.61%-311.1pp |
| Employer contribution / active EE | $214 | $2,044-89.5% | $2,732-92.2% | $2,565-91.7% |
| Participant deferral / active EE | $4,379 | $3,641+20.3% | $4,487-2.4% | $3,952+10.8% |
| Admin fee / account holder | $46,236 | $8,189+464.6% | $7,965+480.5% | $6,261+638.5% |