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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 | $124,425-12.6% | $112,040-2.9% | $137,256-20.7% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 3.88% | 24.72%-20.8pp | 24.52%-20.6pp | 220.34%-216.5pp |
| Employer contribution / active EE | $360 | $3,411-89.5% | $2,954-87.8% | $4,156-91.3% |
| Participant deferral / active EE | $2,750 | $5,718-51.9% | $5,098-46.1% | $6,407-57.1% |
| Admin fee / account holder | $1,319 | $15,207-91.3% | $12,098-89.1% | $12,270-89.3% |