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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 | $104,415 | $86,938+20.1% | $102,423+1.9% | $80,925+29.0% |
| Participation rate | 80.5% | 72.4%+8.1pp | 76.5%+4.0pp | 67.7%+12.8pp |
| Annual return | 8.74% | 18.89%-10.2pp | 29.42%-20.7pp | 35.65%-26.9pp |
| Employer contribution / active EE | $659 | $2,369-72.2% | $3,023-78.2% | $2,756-76.1% |
| Participant deferral / active EE | $3,768 | $4,120-8.5% | $5,054-25.4% | $4,299-12.3% |
| Admin fee / account holder | $5,625 | $8,053-30.1% | $9,455-40.5% | $6,940-18.9% |