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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 | $95,404-8.8% | $113,397-23.3% | $82,637+5.3% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.5%-5.1pp | 68.1%+3.4pp |
| Annual return | 8.58% | 19.08%-10.5pp | 23.20%-14.6pp | 53.51%-44.9pp |
| Employer contribution / active EE | $386 | $2,307-83.3% | $2,977-87.0% | $2,552-84.9% |
| Participant deferral / active EE | $4,532 | $4,220+7.4% | $5,076-10.7% | $4,126+9.8% |
| Admin fee / account holder | $67,978 | $9,168+641.5% | $11,957+468.5% | $7,339+826.3% |