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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 | $62,762 | $48,364+29.8% | $71,796-12.6% | $62,881-0.2% |
| Participation rate | 83.3% | 60.6%+22.7pp | 69.1%+14.2pp | 69.3%+14.0pp |
| Annual return | 3.17% | 13.16%-10.0pp | 78.04%-74.9pp | 20.14%-17.0pp |
| Employer contribution / active EE | $114 | $1,042-89.0% | $1,924-94.1% | $2,281-95.0% |
| Participant deferral / active EE | $2,447 | $2,091+17.0% | $2,794-12.4% | $3,203-23.6% |
| Admin fee / account holder | $8,840 | $3,771+134.4% | $4,815+83.6% | $4,296+105.8% |