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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 | $28,113 | $154,228-81.8% | $145,433-80.7% | $137,256-79.5% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 7.45% | 74.59%-67.1pp | 66.58%-59.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $627 | $4,804-86.9% | $4,554-86.2% | $4,156-84.9% |
| Participant deferral / active EE | $2,734 | $8,216-66.7% | $7,897-65.4% | $6,407-57.3% |
| Admin fee / account holder | $9,705 | $14,344-32.3% | $13,129-26.1% | $12,270-20.9% |