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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 | $97,550-8.3% | $120,344-25.7% | $87,485+2.2% |
| Participation rate | 78.3% | 72.8%+5.4pp | 76.7%+1.6pp | 68.9%+9.3pp |
| Annual return | 10.63% | 18.41%-7.8pp | 20.30%-9.7pp | 26.06%-15.4pp |
| Employer contribution / active EE | $184 | $2,291-92.0% | $3,020-93.9% | $2,596-92.9% |
| Participant deferral / active EE | $2,392 | $4,230-43.5% | $5,135-53.4% | $4,274-44.0% |
| Admin fee / account holder | $4,680 | $9,543-51.0% | $12,742-63.3% | $7,775-39.8% |