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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 | $35,649 | $86,949-59.0% | $102,460-65.2% | $80,959-56.0% |
| Participation rate | 86.2% | 72.4%+13.8pp | 76.5%+9.7pp | 67.7%+18.5pp |
| Annual return | 9.03% | 18.89%-9.9pp | 29.47%-20.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $525 | $2,370-77.8% | $3,025-82.6% | $2,757-80.9% |
| Participant deferral / active EE | $3,910 | $4,121-5.1% | $5,056-22.7% | $4,300-9.1% |
| Admin fee / account holder | $532 | $8,048-93.4% | $9,460-94.4% | $6,925-92.3% |