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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 | $105,544 | $86,949+21.4% | $102,460+3.0% | $80,959+30.4% |
| Participation rate | 76.7% | 72.4%+4.3pp | 76.5%+0.2pp | 67.7%+9.0pp |
| Annual return | 9.24% | 18.89%-9.7pp | 29.47%-20.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $629 | $2,370-73.4% | $3,025-79.2% | $2,757-77.2% |
| Participant deferral / active EE | $3,219 | $4,121-21.9% | $5,056-36.3% | $4,300-25.1% |
| Admin fee / account holder | $20,604 | $8,048+156.0% | $9,460+117.8% | $6,925+197.5% |