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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 | $35,440 | $201,264-82.4% | $184,185-80.8% | $145,978-75.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 2.41% | 29.00%-26.6pp | 28.81%-26.4pp | 550.52%-548.1pp |
| Employer contribution / active EE | $708 | $7,021-89.9% | $6,426-89.0% | $4,662-84.8% |
| Participant deferral / active EE | $3,542 | $9,806-63.9% | $9,132-61.2% | $6,690-47.1% |
| Admin fee / account holder | $5,352 | $16,376-67.3% | $13,909-61.5% | $13,400-60.1% |