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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 | $162,811 | $95,404+70.7% | $113,397+43.6% | $82,637+97.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 8.51% | 19.08%-10.6pp | 23.20%-14.7pp | 53.51%-45.0pp |
| Employer contribution / active EE | $370 | $2,307-83.9% | $2,977-87.6% | $2,552-85.5% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,628 | $9,168-49.5% | $11,957-61.3% | $7,339-36.9% |