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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 | $32,073 | $125,184-74.4% | $105,607-69.6% | $145,884-78.0% |
| Participation rate | 90.5% | 77.6%+12.8pp | 75.3%+15.2pp | 80.3%+10.2pp |
| Annual return | 7.79% | 225.00%-217.2pp | 116.11%-108.3pp | 551.85%-544.1pp |
| Employer contribution / active EE | $618 | $3,720-83.4% | $3,167-80.5% | $4,662-86.7% |
| Participant deferral / active EE | $3,977 | $5,714-30.4% | $5,011-20.6% | $6,690-40.5% |
| Admin fee / account holder | $979 | $17,133-94.3% | $10,958-91.1% | $13,392-92.7% |