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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 | $94,930 | $99,875-5.0% | $146,866-35.4% | $86,983+9.1% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.5%+8.1pp | 69.5%+21.1pp |
| Annual return | 12.94% | 28.10%-15.2pp | 102.85%-89.9pp | 25.83%-12.9pp |
| Employer contribution / active EE | $222 | $3,224-93.1% | $4,425-95.0% | $2,584-91.4% |
| Participant deferral / active EE | $7,232 | $6,322+14.4% | $7,759-6.8% | $4,194+72.4% |
| Admin fee / account holder | $1,640 | $7,838-79.1% | $13,620-88.0% | $7,856-79.1% |