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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 | $25,941 | $185,312-86.0% | $161,489-83.9% | $154,746-83.2% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 6.63% | 103.84%-97.2pp | 89.72%-83.1pp | 172.34%-165.7pp |
| Employer contribution / active EE | $630 | $4,769-86.8% | $4,268-85.2% | $4,379-85.6% |
| Participant deferral / active EE | $3,207 | $6,350-49.5% | $5,630-43.0% | $6,730-52.4% |
| Admin fee / account holder | $35,546 | $18,654+90.5% | $16,006+122.1% | $14,365+147.4% |