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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 | $111,777 | $103,392+8.1% | $87,104+28.3% | $152,897-26.9% |
| Participation rate | 85.0% | 79.4%+5.6pp | 76.9%+8.1pp | 82.5%+2.5pp |
| Annual return | 4.39% | 28.10%-23.7pp | 28.19%-23.8pp | 345.43%-341.0pp |
| Employer contribution / active EE | $481 | $3,221-85.1% | $2,521-80.9% | $4,764-89.9% |
| Participant deferral / active EE | $4,222 | $4,778-11.6% | $4,048+4.3% | $5,851-27.8% |
| Admin fee / account holder | $990 | $12,194-91.9% | $7,491-86.8% | $11,599-91.5% |