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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 | $16,668 | $174,379-90.4% | $152,093-89.0% | $138,895-88.0% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 10.06% | 74.86%-64.8pp | 66.36%-56.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $600 | $4,652-87.1% | $4,175-85.6% | $4,194-85.7% |
| Participant deferral / active EE | $3,114 | $6,159-49.4% | $5,451-42.9% | $6,396-51.3% |
| Admin fee / account holder | $1,162 | $16,880-93.1% | $14,497-92.0% | $12,562-90.8% |