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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 | $107,098 | $110,337-2.9% | $102,383+4.6% | $145,877-26.6% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 7.94% | 24.83%-16.9pp | 24.94%-17.0pp | 551.28%-543.3pp |
| Employer contribution / active EE | $37 | $4,216-99.1% | $3,870-99.0% | $4,663-99.2% |
| Participant deferral / active EE | $3,554 | $5,621-36.8% | $5,060-29.8% | $6,691-46.9% |
| Admin fee / account holder | $65,882 | $9,750+575.7% | $8,391+685.1% | $13,402+391.6% |