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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 | $62,259 | $86,949-28.4% | $102,460-39.2% | $80,959-23.1% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.7%+29.0pp |
| Annual return | 9.21% | 18.89%-9.7pp | 29.47%-20.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $475 | $2,370-80.0% | $3,025-84.3% | $2,757-82.8% |
| Participant deferral / active EE | $4,777 | $4,121+15.9% | $5,056-5.5% | $4,300+11.1% |
| Admin fee / account holder | $5,717 | $8,048-29.0% | $9,460-39.6% | $6,925-17.4% |