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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 | $30,881 | $174,379-82.3% | $152,093-79.7% | $138,895-77.8% |
| Participation rate | 73.7% | 81.6%-8.0pp | 77.8%-4.1pp | 79.9%-6.2pp |
| Annual return | 10.87% | 74.86%-64.0pp | 66.36%-55.5pp | 145.39%-134.5pp |
| Employer contribution / active EE | $408 | $4,652-91.2% | $4,175-90.2% | $4,194-90.3% |
| Participant deferral / active EE | $3,397 | $6,159-44.9% | $5,451-37.7% | $6,396-46.9% |
| Admin fee / account holder | $10,413 | $16,880-38.3% | $14,497-28.2% | $12,562-17.1% |