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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 | $89,180 | $108,825-18.1% | $156,181-42.9% | $82,448+8.2% |
| Participation rate | 80.0% | 72.4%+7.6pp | 78.8%+1.2pp | 68.1%+11.9pp |
| Annual return | 10.80% | 20.59%-9.8pp | 64.87%-54.1pp | 41.64%-30.8pp |
| Employer contribution / active EE | $319 | $2,870-88.9% | $4,294-92.6% | $2,551-87.5% |
| Participant deferral / active EE | $2,423 | $4,577-47.1% | $6,132-60.5% | $4,139-41.5% |
| Admin fee / account holder | $4,139 | $9,341-55.7% | $14,586-71.6% | $7,234-42.8% |