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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 | $110,137-19.0% | $161,149-44.7% | $82,637+7.9% |
| Participation rate | 80.0% | 72.4%+7.6pp | 78.8%+1.2pp | 68.1%+11.9pp |
| Annual return | 10.80% | 20.69%-9.9pp | 21.16%-10.4pp | 53.51%-42.7pp |
| Employer contribution / active EE | $319 | $2,856-88.8% | $4,360-92.7% | $2,552-87.5% |
| Participant deferral / active EE | $2,423 | $4,575-47.0% | $6,153-60.6% | $4,126-41.3% |
| Admin fee / account holder | $4,139 | $9,467-56.3% | $15,194-72.8% | $7,339-43.6% |