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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 | $117,266 | $199,109-41.1% | $173,730-32.5% | $154,746-24.2% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 8.76% | 20.02%-11.3pp | 19.96%-11.2pp | 172.34%-163.6pp |
| Employer contribution / active EE | $262 | $5,311-95.1% | $4,577-94.3% | $4,379-94.0% |
| Participant deferral / active EE | $2,847 | $7,113-60.0% | $6,326-55.0% | $6,730-57.7% |
| Admin fee / account holder | $4,811 | $20,916-77.0% | $17,523-72.5% | $14,365-66.5% |