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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 | $89,426 | $95,453-6.3% | $112,040-20.2% | $82,448+8.5% |
| Participation rate | 78.3% | 72.8%+5.5pp | 76.5%+1.8pp | 68.1%+10.2pp |
| Annual return | 10.63% | 23.92%-13.3pp | 24.52%-13.9pp | 41.64%-31.0pp |
| Employer contribution / active EE | $184 | $2,318-92.0% | $2,954-93.8% | $2,551-92.8% |
| Participant deferral / active EE | $2,392 | $4,224-43.4% | $5,098-53.1% | $4,139-42.2% |
| Admin fee / account holder | $4,680 | $9,013-48.1% | $12,098-61.3% | $7,234-35.3% |