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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 | $67,719 | $114,119-40.7% | $107,187-36.8% | $138,895-51.2% |
| Participation rate | 84.2% | 78.1%+6.1pp | 75.0%+9.2pp | 79.9%+4.3pp |
| Annual return | 6.55% | 273.21%-266.7pp | 204.55%-198.0pp | 145.39%-138.8pp |
| Employer contribution / active EE | $785 | $4,059-80.7% | $3,782-79.2% | $4,194-81.3% |
| Participant deferral / active EE | $3,790 | $5,538-31.6% | $5,096-25.6% | $6,396-40.8% |
| Admin fee / account holder | $2,295 | $10,024-77.1% | $9,162-75.0% | $12,562-81.7% |