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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 | $80,284 | $81,233-1.2% | $155,567-48.4% | $80,874-0.7% |
| Participation rate | 80.6% | 66.2%+14.3pp | 78.2%+2.4pp | 67.6%+12.9pp |
| Annual return | 6.79% | 33.33%-26.5pp | 64.74%-57.9pp | 35.62%-28.8pp |
| Employer contribution / active EE | $306 | $3,101-90.1% | $4,674-93.5% | $2,756-88.9% |
| Participant deferral / active EE | $4,168 | $3,452+20.7% | $5,628-25.9% | $4,297-3.0% |
| Admin fee / account holder | $5,736 | $7,998-28.3% | $15,916-64.0% | $6,935-17.3% |