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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 | $86,940+20.1% | $102,434+1.9% | $80,935+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 | 29.46%-20.7pp | 35.66%-26.9pp |
| Employer contribution / active EE | $659 | $2,370-72.2% | $3,023-78.2% | $2,757-76.1% |
| Participant deferral / active EE | $3,768 | $4,121-8.6% | $5,055-25.5% | $4,299-12.4% |
| Admin fee / account holder | $5,625 | $8,047-30.1% | $9,462-40.6% | $6,924-18.8% |