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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 | $138,312-21.3% | $122,979-11.5% | $155,188-29.9% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 3.88% | 22.06%-18.2pp | 20.12%-16.2pp | 148.84%-145.0pp |
| Employer contribution / active EE | $360 | $3,530-89.8% | $3,062-88.3% | $4,248-91.5% |
| Participant deferral / active EE | $2,750 | $5,592-50.8% | $5,003-45.0% | $6,531-57.9% |
| Admin fee / account holder | $1,319 | $15,089-91.3% | $12,864-89.7% | $14,480-90.9% |