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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 | $107,183 | $86,949+23.3% | $102,460+4.6% | $80,959+32.4% |
| Participation rate | 76.3% | 72.4%+3.9pp | 76.5%-0.2pp | 67.7%+8.6pp |
| Annual return | 8.95% | 18.89%-9.9pp | 29.47%-20.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $589 | $2,370-75.1% | $3,025-80.5% | $2,757-78.6% |
| Participant deferral / active EE | $5,654 | $4,121+37.2% | $5,056+11.8% | $4,300+31.5% |
| Admin fee / account holder | $13,051 | $8,048+62.2% | $9,460+38.0% | $6,925+88.5% |