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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 | $42,129 | $114,119-63.1% | $107,187-60.7% | $138,895-69.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.9pp | 79.9%+9.0pp |
| Annual return | 6.59% | 273.21%-266.6pp | 204.55%-198.0pp | 145.39%-138.8pp |
| Employer contribution / active EE | $661 | $4,059-83.7% | $3,782-82.5% | $4,194-84.2% |
| Participant deferral / active EE | $3,078 | $5,538-44.4% | $5,096-39.6% | $6,396-51.9% |
| Admin fee / account holder | $908 | $10,024-90.9% | $9,162-90.1% | $12,562-92.8% |