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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 | $86,508 | $59,440+45.5% | $78,004+10.9% | $82,637+4.7% |
| Participation rate | 81.5% | 62.8%+18.7pp | 69.4%+12.0pp | 68.1%+13.4pp |
| Annual return | 12.58% | 40.24%-27.7pp | 31.07%-18.5pp | 53.51%-40.9pp |
| Employer contribution / active EE | $221 | $1,750-87.4% | $2,469-91.0% | $2,552-91.3% |
| Participant deferral / active EE | $5,529 | $3,138+76.2% | $4,092+35.1% | $4,126+34.0% |
| Admin fee / account holder | $1,103 | $5,504-80.0% | $7,578-85.4% | $7,339-85.0% |