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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 | $69,297 | $78,670-11.9% | $109,173-36.5% | $85,847-19.3% |
| Participation rate | 82.1% | 68.3%+13.9pp | 75.9%+6.3pp | 69.3%+12.8pp |
| Annual return | 9.46% | 25.09%-15.6pp | 25.75%-16.3pp | 318.61%-309.1pp |
| Employer contribution / active EE | $284 | $2,734-89.6% | $3,723-92.4% | $2,565-88.9% |
| Participant deferral / active EE | $2,838 | $3,467-18.2% | $4,654-39.0% | $3,952-28.2% |
| Admin fee / account holder | $531 | $5,469-90.3% | $6,755-92.1% | $6,261-91.5% |