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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 | $65,755 | $111,535-41.0% | $105,223-37.5% | $137,256-52.1% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 11.34% | 237.85%-226.5pp | 180.65%-169.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $372 | $3,939-90.6% | $3,689-89.9% | $4,156-91.1% |
| Participant deferral / active EE | $1,559 | $5,500-71.7% | $5,072-69.3% | $6,407-75.7% |
| Admin fee / account holder | $732 | $9,721-92.5% | $8,859-91.7% | $12,270-94.0% |