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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 | $212,386-78.3% | $199,883-77.0% | $138,895-66.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.8%-1.1pp | 79.9%+5.8pp |
| Annual return | 9.52% | 47.75%-38.2pp | 43.81%-34.3pp | 145.39%-135.9pp |
| Employer contribution / active EE | $1,304 | $6,625-80.3% | $6,261-79.2% | $4,194-68.9% |
| Participant deferral / active EE | $6,116 | $9,617-36.4% | $9,138-33.1% | $6,396-4.4% |
| Admin fee / account holder | $1,454 | $18,233-92.0% | $17,268-91.6% | $12,562-88.4% |