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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 | $84,557 | $117,846-28.2% | $102,434-17.5% | $145,884-42.0% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 7.31% | 31.90%-24.6pp | 29.46%-22.1pp | 551.85%-544.5pp |
| Employer contribution / active EE | $500 | $3,615-86.2% | $3,023-83.5% | $4,662-89.3% |
| Participant deferral / active EE | $1,970 | $5,733-65.6% | $5,055-61.0% | $6,690-70.6% |
| Admin fee / account holder | $2,876 | $13,356-78.5% | $9,462-69.6% | $13,392-78.5% |