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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 | $113,832 | $155,555-26.8% | $146,866-22.5% | $155,188-26.6% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.5%-3.6pp | 80.8%-1.9pp |
| Annual return | 10.44% | 115.41%-105.0pp | 102.85%-92.4pp | 148.84%-138.4pp |
| Employer contribution / active EE | $639 | $4,647-86.2% | $4,425-85.5% | $4,248-84.9% |
| Participant deferral / active EE | $3,367 | $8,044-58.1% | $7,759-56.6% | $6,531-48.4% |
| Admin fee / account holder | $378 | $14,755-97.4% | $13,620-97.2% | $14,480-97.4% |