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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 | $73,136 | $76,407-4.3% | $150,298-51.3% | $82,448-11.3% |
| Participation rate | 71.4% | 66.4%+5.0pp | 77.8%-6.3pp | 68.1%+3.4pp |
| Annual return | 10.87% | 39.99%-29.1pp | 62.79%-51.9pp | 41.64%-30.8pp |
| Employer contribution / active EE | $244 | $2,614-90.7% | $4,154-94.1% | $2,551-90.4% |
| Participant deferral / active EE | $4,581 | $3,214+42.5% | $5,453-16.0% | $4,139+10.7% |
| Admin fee / account holder | $2,270 | $6,352-64.3% | $14,116-83.9% | $7,234-68.6% |