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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 | $108,803 | $136,860-20.5% | $120,344-9.6% | $154,746-29.7% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 3.88% | 21.38%-17.5pp | 20.30%-16.4pp | 172.34%-168.5pp |
| Employer contribution / active EE | $360 | $3,533-89.8% | $3,020-88.1% | $4,379-91.8% |
| Participant deferral / active EE | $2,750 | $5,793-52.5% | $5,135-46.4% | $6,730-59.1% |
| Admin fee / account holder | $1,319 | $15,393-91.4% | $12,742-89.6% | $14,365-90.8% |