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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 | $81,331-1.3% | $155,534-48.4% | $80,935-0.8% |
| Participation rate | 80.6% | 66.3%+14.3pp | 78.2%+2.3pp | 67.7%+12.9pp |
| Annual return | 6.79% | 33.37%-26.6pp | 64.92%-58.1pp | 35.66%-28.9pp |
| Employer contribution / active EE | $306 | $3,105-90.2% | $4,675-93.5% | $2,757-88.9% |
| Participant deferral / active EE | $4,168 | $3,454+20.7% | $5,630-26.0% | $4,299-3.1% |
| Admin fee / account holder | $5,736 | $7,999-28.3% | $15,900-63.9% | $6,924-17.2% |