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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 | $85,375 | $123,793-31.0% | $177,827-52.0% | $79,858+6.9% |
| Participation rate | 90.9% | 84.7%+6.3pp | 87.7%+3.2pp | 69.6%+21.3pp |
| Annual return | 9.46% | 22.82%-13.4pp | 48.32%-38.9pp | 31.72%-22.3pp |
| Employer contribution / active EE | $716 | $4,095-82.5% | $5,918-87.9% | $2,471-71.0% |
| Participant deferral / active EE | $7,993 | $5,956+34.2% | $7,713+3.6% | $3,740+113.7% |
| Admin fee / account holder | $3,248 | $7,243-55.2% | $12,429-73.9% | $5,306-38.8% |