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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 | $57,517 | $181,896-68.4% | $156,551-63.3% | $273,972-79.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | -3.59% | 30.74%-34.3pp | 32.23%-35.8pp | 41.46%-45.0pp |
| Employer contribution / active EE | $753 | $6,248-87.9% | $5,501-86.3% | $4,869-84.5% |
| Participant deferral / active EE | $9,600 | $5,550+73.0% | $4,871+97.1% | $5,287+81.6% |
| Admin fee / account holder | $347 | $15,560-97.8% | $13,028-97.3% | $10,133-96.6% |