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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 | $85,029 | $91,559-7.1% | $133,971-36.5% | $79,852+6.5% |
| Participation rate | 84.8% | 73.3%+11.5pp | 79.8%+5.0pp | 69.6%+15.2pp |
| Annual return | 9.40% | 61.85%-52.4pp | 45.09%-35.7pp | 31.72%-22.3pp |
| Employer contribution / active EE | $146 | $2,384-93.9% | $3,919-96.3% | $2,471-94.1% |
| Participant deferral / active EE | $3,571 | $3,734-4.4% | $5,047-29.2% | $3,740-4.5% |
| Admin fee / account holder | $3,193 | $6,321-49.5% | $8,929-64.2% | $5,306-39.8% |