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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 | $87,011 | $95,453-8.8% | $112,040-22.3% | $82,448+5.5% |
| Participation rate | 71.4% | 72.8%-1.3pp | 76.5%-5.1pp | 68.1%+3.4pp |
| Annual return | 8.58% | 23.92%-15.3pp | 24.52%-15.9pp | 41.64%-33.1pp |
| Employer contribution / active EE | $386 | $2,318-83.4% | $2,954-86.9% | $2,551-84.9% |
| Participant deferral / active EE | $4,532 | $4,224+7.3% | $5,098-11.1% | $4,139+9.5% |
| Admin fee / account holder | $67,978 | $9,013+654.2% | $12,098+461.9% | $7,234+839.7% |