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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 | $39,446 | $76,112-48.2% | $96,544-59.1% | $71,529-44.9% |
| Participation rate | 86.0% | 74.4%+11.6pp | 76.0%+10.0pp | 67.9%+18.0pp |
| Annual return | 12.49% | 22.80%-10.3pp | 25.88%-13.4pp | 28.97%-16.5pp |
| Employer contribution / active EE | $657 | $2,248-70.8% | $2,966-77.8% | $2,590-74.6% |
| Participant deferral / active EE | $2,746 | $4,217-34.9% | $4,851-43.4% | $4,291-36.0% |
| Admin fee / account holder | $1,962 | $2,708-27.6% | $8,254-76.2% | $1,588+23.5% |