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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 | $115,931-23.1% | $185,441-51.9% | $86,983+2.5% |
| Participation rate | 80.0% | 73.6%+6.4pp | 80.3%-0.3pp | 69.5%+10.5pp |
| Annual return | 10.80% | 21.47%-10.7pp | 20.16%-9.4pp | 25.83%-15.0pp |
| Employer contribution / active EE | $319 | $2,937-89.1% | $4,672-93.2% | $2,584-87.7% |
| Participant deferral / active EE | $2,423 | $4,551-46.8% | $6,152-60.6% | $4,194-42.2% |
| Admin fee / account holder | $4,139 | $10,687-61.3% | $17,890-76.9% | $7,856-47.3% |