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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 | $163,991 | $106,280+54.3% | $96,538+69.9% | $139,487+17.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.07% | 38.48%-32.4pp | 35.74%-29.7pp | 373.84%-367.8pp |
| Employer contribution / active EE | $132 | $4,107-96.8% | $3,740-96.5% | $4,755-97.2% |
| Participant deferral / active EE | $3,295 | $5,457-39.6% | $4,880-32.5% | $6,713-50.9% |
| Admin fee / account holder | $821 | $7,888-89.6% | $6,737-87.8% | $11,407-92.8% |