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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 | $44,552 | $80,992-45.0% | $96,534-53.8% | $75,173-40.7% |
| Participation rate | 82.1% | 71.8%+10.3pp | 76.0%+6.1pp | 67.2%+14.8pp |
| Annual return | 11.81% | 27.05%-15.2pp | 25.88%-14.1pp | 160.72%-148.9pp |
| Employer contribution / active EE | $180 | $2,283-92.1% | $2,965-93.9% | $2,671-93.3% |
| Participant deferral / active EE | $2,229 | $3,929-43.3% | $4,851-54.0% | $4,126-46.0% |
| Admin fee / account holder | $1,694 | $6,717-74.8% | $8,253-79.5% | $5,651-70.0% |