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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 | $97,146 | $81,504+19.2% | $102,437-5.2% | $80,959+20.0% |
| Participation rate | 70.0% | 66.9%+3.1pp | 74.5%-4.5pp | 67.7%+2.3pp |
| Annual return | 9.16% | 25.60%-16.4pp | 24.95%-15.8pp | 35.67%-26.5pp |
| Employer contribution / active EE | $255 | $3,104-91.8% | $3,871-93.4% | $2,757-90.7% |
| Participant deferral / active EE | $2,060 | $3,871-46.8% | $5,060-59.3% | $4,300-52.1% |
| Admin fee / account holder | $15,496 | $6,719+130.6% | $8,388+84.7% | $6,925+123.8% |