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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 | $101,302 | $107,733-6.0% | $92,985+8.9% | $154,746-34.5% |
| Participation rate | 83.3% | 74.6%+8.8pp | 69.5%+13.8pp | 80.7%+2.6pp |
| Annual return | 1.74% | 30.39%-28.7pp | 27.99%-26.3pp | 172.34%-170.6pp |
| Employer contribution / active EE | $376 | $3,126-88.0% | $2,662-85.9% | $4,379-91.4% |
| Participant deferral / active EE | $2,226 | $5,053-56.0% | $4,377-49.1% | $6,730-66.9% |
| Admin fee / account holder | $1,741 | $11,369-84.7% | $9,463-81.6% | $14,365-87.9% |