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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 | $89,336 | $87,834+1.7% | $133,975-33.3% | $62,881+42.1% |
| Participation rate | 81.6% | 83.4%-1.8pp | 87.1%-5.5pp | 69.3%+12.3pp |
| Annual return | 4.03% | 12.05%-8.0pp | 29.29%-25.3pp | 20.14%-16.1pp |
| Employer contribution / active EE | $515 | $3,482-85.2% | $5,211-90.1% | $2,281-77.4% |
| Participant deferral / active EE | $5,038 | $4,812+4.7% | $6,282-19.8% | $3,203+57.3% |
| Admin fee / account holder | $1,054 | $5,372-80.4% | $9,324-88.7% | $4,296-75.5% |