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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 | $86,141 | $78,027+10.4% | $178,528-51.7% | $80,925+6.4% |
| Participation rate | 83.3% | 65.7%+17.7pp | 77.1%+6.2pp | 67.7%+15.7pp |
| Annual return | 10.70% | 18.09%-7.4pp | 27.11%-16.4pp | 35.65%-25.0pp |
| Employer contribution / active EE | $371 | $2,281-83.7% | $3,950-90.6% | $2,756-86.5% |
| Participant deferral / active EE | $3,157 | $4,408-28.4% | $6,278-49.7% | $4,299-26.5% |
| Admin fee / account holder | $2,839 | $7,168-60.4% | $10,419-72.7% | $6,940-59.1% |