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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 | $68,845 | $87,132-21.0% | $105,624-34.8% | $80,959-15.0% |
| Participation rate | 73.6% | 70.4%+3.2pp | 75.3%-1.7pp | 67.7%+5.9pp |
| Annual return | 8.99% | 17.03%-8.0pp | 116.20%-107.2pp | 35.67%-26.7pp |
| Employer contribution / active EE | $344 | $2,397-85.6% | $3,168-89.1% | $2,757-87.5% |
| Participant deferral / active EE | $4,426 | $3,985+11.0% | $5,013-11.7% | $4,300+2.9% |
| Admin fee / account holder | $14,556 | $8,449+72.3% | $10,961+32.8% | $6,925+110.2% |