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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 | $82,459 | $107,368-23.2% | $92,915-11.3% | $152,909-46.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 2.77% | 145.64%-142.9pp | 109.45%-106.7pp | 345.46%-342.7pp |
| Employer contribution / active EE | $631 | $4,222-85.0% | $3,653-82.7% | $4,764-86.7% |
| Participant deferral / active EE | $3,238 | $4,848-33.2% | $4,238-23.6% | $5,851-44.7% |
| Admin fee / account holder | $7,331 | $7,082+3.5% | $5,796+26.5% | $11,601-36.8% |