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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 | $43,308 | $53,128-18.5% | $86,582-50.0% | $70,126-38.2% |
| Participation rate | 90.0% | 65.3%+24.7pp | 73.5%+16.5pp | 69.5%+20.5pp |
| Annual return | 10.45% | 27.66%-17.2pp | 965.08%-954.6pp | 73.15%-62.7pp |
| Employer contribution / active EE | $108 | $2,068-94.8% | $2,839-96.2% | $2,343-95.4% |
| Participant deferral / active EE | $4,520 | $2,695+67.7% | $3,609+25.3% | $3,332+35.7% |
| Admin fee / account holder | $4,405 | $3,584+22.9% | $4,904-10.2% | $4,645-5.2% |