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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 | $157,262 | $135,956+15.7% | $123,894+26.9% | $273,972-42.6% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 0.74% | 56.63%-55.9pp | 47.52%-46.8pp | 41.46%-40.7pp |
| Employer contribution / active EE | $541 | $5,170-89.5% | $4,617-88.3% | $4,869-88.9% |
| Participant deferral / active EE | $4,572 | $6,343-27.9% | $5,984-23.6% | $5,287-13.5% |
| Admin fee / account holder | $4,682 | $9,817-52.3% | $8,357-44.0% | $10,133-53.8% |