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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 | $86,514 | $97,550-11.3% | $120,344-28.1% | $87,485-1.1% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.7%+15.6pp | 68.9%+23.4pp |
| Annual return | 11.04% | 18.41%-7.4pp | 20.30%-9.3pp | 26.06%-15.0pp |
| Employer contribution / active EE | $607 | $2,291-73.5% | $3,020-79.9% | $2,596-76.6% |
| Participant deferral / active EE | $4,896 | $4,230+15.8% | $5,135-4.7% | $4,274+14.6% |
| Admin fee / account holder | $937 | $9,543-90.2% | $12,742-92.6% | $7,775-87.9% |