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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 | $100,203 | $97,550+2.7% | $120,344-16.7% | $87,485+14.5% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.7%-6.7pp | 68.9%+1.1pp |
| Annual return | 10.02% | 18.41%-8.4pp | 20.30%-10.3pp | 26.06%-16.0pp |
| Employer contribution / active EE | $299 | $2,291-86.9% | $3,020-90.1% | $2,596-88.5% |
| Participant deferral / active EE | $2,611 | $4,230-38.3% | $5,135-49.1% | $4,274-38.9% |
| Admin fee / account holder | $1,801 | $9,543-81.1% | $12,742-85.9% | $7,775-76.8% |