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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 | $87,300 | $135,956-35.8% | $123,894-29.5% | $273,972-68.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 3.50% | 56.63%-53.1pp | 47.52%-44.0pp | 41.46%-38.0pp |
| Employer contribution / active EE | $498 | $5,170-90.4% | $4,617-89.2% | $4,869-89.8% |
| Participant deferral / active EE | $8,872 | $6,343+39.9% | $5,984+48.3% | $5,287+67.8% |
| Admin fee / account holder | $1,720 | $9,817-82.5% | $8,357-79.4% | $10,133-83.0% |