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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 | $201,344-66.3% | $184,243-63.2% | $145,877-53.5% |
| Participation rate | 94.7% | 87.5%+7.2pp | 86.8%+7.9pp | 80.3%+14.4pp |
| Annual return | 8.39% | 29.01%-20.6pp | 28.82%-20.4pp | 551.28%-542.9pp |
| Employer contribution / active EE | $706 | $7,022-89.9% | $6,427-89.0% | $4,663-84.9% |
| Participant deferral / active EE | $3,580 | $9,807-63.5% | $9,132-60.8% | $6,691-46.5% |
| Admin fee / account holder | $648 | $16,382-96.0% | $13,914-95.3% | $13,402-95.2% |