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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 | $35,861 | $114,119-68.6% | $107,187-66.5% | $138,895-74.2% |
| Participation rate | 82.4% | 78.1%+4.3pp | 75.0%+7.3pp | 79.9%+2.4pp |
| Annual return | 7.42% | 273.21%-265.8pp | 204.55%-197.1pp | 145.39%-138.0pp |
| Employer contribution / active EE | $612 | $4,059-84.9% | $3,782-83.8% | $4,194-85.4% |
| Participant deferral / active EE | $2,074 | $5,538-62.6% | $5,096-59.3% | $6,396-67.6% |
| Admin fee / account holder | $5,129 | $10,024-48.8% | $9,162-44.0% | $12,562-59.2% |