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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 | $89,887 | $111,814-19.6% | $103,378-13.1% | $145,978-38.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 5.21% | 24.80%-19.6pp | 24.91%-19.7pp | 550.52%-545.3pp |
| Employer contribution / active EE | $699 | $4,215-83.4% | $3,870-82.0% | $4,662-85.0% |
| Participant deferral / active EE | $4,417 | $5,618-21.4% | $5,058-12.7% | $6,690-34.0% |
| Admin fee / account holder | $853 | $9,764-91.3% | $8,401-89.8% | $13,400-93.6% |