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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 | $36,785 | $185,312-80.1% | $161,489-77.2% | $154,746-76.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 1.38% | 103.84%-102.5pp | 89.72%-88.3pp | 172.34%-171.0pp |
| Employer contribution / active EE | $617 | $4,769-87.1% | $4,268-85.6% | $4,379-85.9% |
| Participant deferral / active EE | $3,248 | $6,350-48.9% | $5,630-42.3% | $6,730-51.7% |
| Admin fee / account holder | $66,059 | $18,654+254.1% | $16,006+312.7% | $14,365+359.9% |