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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 | $77,665 | $95,453-18.6% | $112,040-30.7% | $82,448-5.8% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.5%+5.0pp | 68.1%+13.4pp |
| Annual return | 11.53% | 23.92%-12.4pp | 24.52%-13.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $555 | $2,318-76.0% | $2,954-81.2% | $2,551-78.2% |
| Participant deferral / active EE | $4,048 | $4,224-4.2% | $5,098-20.6% | $4,139-2.2% |
| Admin fee / account holder | $6,679 | $9,013-25.9% | $12,098-44.8% | $7,234-7.7% |