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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 | $34,185 | $156,398-78.1% | $147,318-76.8% | $138,895-75.4% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 6.78% | 78.75%-72.0pp | 70.43%-63.7pp | 145.39%-138.6pp |
| Employer contribution / active EE | $676 | $4,853-86.1% | $4,593-85.3% | $4,194-83.9% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $719 | $14,976-95.2% | $13,708-94.8% | $12,562-94.3% |