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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 | $52,222 | $201,370-74.1% | $184,256-71.7% | $145,897-64.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.03% | 29.05%-26.0pp | 28.85%-25.8pp | 552.29%-549.3pp |
| Employer contribution / active EE | $1,062 | $7,024-84.9% | $6,427-83.5% | $4,663-77.2% |
| Participant deferral / active EE | $8,547 | $9,808-12.9% | $9,133-6.4% | $6,689+27.8% |
| Admin fee / account holder | $2,117 | $16,364-87.1% | $13,899-84.8% | $13,390-84.2% |