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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 | $97,738 | $94,031+3.9% | $115,768-15.6% | $82,448+18.5% |
| Participation rate | 89.5% | 70.4%+19.1pp | 74.4%+15.1pp | 68.1%+21.4pp |
| Annual return | 10.92% | 20.61%-9.7pp | 100.46%-89.5pp | 41.64%-30.7pp |
| Employer contribution / active EE | $83 | $2,323-96.4% | $2,940-97.2% | $2,551-96.8% |
| Participant deferral / active EE | $3,313 | $3,972-16.6% | $4,917-32.6% | $4,139-20.0% |
| Admin fee / account holder | $4,403 | $10,249-57.0% | $12,439-64.6% | $7,234-39.1% |