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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 | $91,752 | $112,729-18.6% | $98,716-7.1% | $137,256-33.2% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 9.02% | 38.48%-29.5pp | 31.81%-22.8pp | 220.34%-211.3pp |
| Employer contribution / active EE | $207 | $2,725-92.4% | $2,279-90.9% | $4,156-95.0% |
| Participant deferral / active EE | $3,313 | $4,640-28.6% | $4,048-18.2% | $6,407-48.3% |
| Admin fee / account holder | $3,644 | $10,129-64.0% | $8,703-58.1% | $12,270-70.3% |