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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 | $109,601 | $109,359+0.2% | $162,185-32.4% | $72,976+50.2% |
| Participation rate | 96.6% | 84.3%+12.3pp | 87.6%+9.0pp | 69.5%+27.1pp |
| Annual return | 16.83% | 25.46%-8.6pp | 115.61%-98.8pp | 81.02%-64.2pp |
| Employer contribution / active EE | $465 | $3,907-88.1% | $5,613-91.7% | $2,440-80.9% |
| Participant deferral / active EE | $3,311 | $5,481-39.6% | $7,297-54.6% | $3,608-8.2% |
| Admin fee / account holder | $9,342 | $7,972+17.2% | $10,844-13.8% | $5,124+82.3% |