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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 | $67,811 | $201,259-66.3% | $184,200-63.2% | $145,959-53.5% |
| Participation rate | 94.7% | 87.5%+7.2pp | 86.8%+7.9pp | 80.3%+14.5pp |
| Annual return | 8.39% | 28.98%-20.6pp | 28.80%-20.4pp | 561.95%-553.6pp |
| Employer contribution / active EE | $706 | $7,018-89.9% | $6,424-89.0% | $4,661-84.8% |
| Participant deferral / active EE | $3,580 | $9,806-63.5% | $9,132-60.8% | $6,689-46.5% |
| Admin fee / account holder | $648 | $16,372-96.0% | $13,907-95.3% | $13,398-95.2% |