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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 | $129,234 | $124,425+3.9% | $112,040+15.3% | $137,256-5.8% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 8.42% | 24.72%-16.3pp | 24.52%-16.1pp | 220.34%-211.9pp |
| Employer contribution / active EE | $450 | $3,411-86.8% | $2,954-84.8% | $4,156-89.2% |
| Participant deferral / active EE | $2,520 | $5,718-55.9% | $5,098-50.6% | $6,407-60.7% |
| Admin fee / account holder | $8,126 | $15,207-46.6% | $12,098-32.8% | $12,270-33.8% |