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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 | $46,068 | $209,336-78.0% | $197,124-76.6% | $137,256-66.4% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 9.52% | 48.09%-38.6pp | 44.34%-34.8pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,304 | $6,591-80.2% | $6,227-79.1% | $4,156-68.6% |
| Participant deferral / active EE | $6,116 | $9,614-36.4% | $9,135-33.0% | $6,407-4.5% |
| Admin fee / account holder | $1,454 | $17,308-91.6% | $16,298-91.1% | $12,270-88.2% |