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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 | $79,592 | $112,729-29.4% | $98,716-19.4% | $137,256-42.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 7.28% | 38.48%-31.2pp | 31.81%-24.5pp | 220.34%-213.1pp |
| Employer contribution / active EE | $284 | $2,725-89.6% | $2,279-87.5% | $4,156-93.2% |
| Participant deferral / active EE | $2,218 | $4,640-52.2% | $4,048-45.2% | $6,407-65.4% |
| Admin fee / account holder | $2,958 | $10,129-70.8% | $8,703-66.0% | $12,270-75.9% |