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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 | $135,136 | $67,602+99.9% | $82,312+64.2% | $70,126+92.7% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.0pp |
| Annual return | 7.59% | 21.57%-14.0pp | 25.88%-18.3pp | 73.15%-65.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,940 | $2,987-1.6% | $3,706-20.7% | $3,332-11.8% |
| Admin fee / account holder | $7,441 | $4,512+64.9% | $5,608+32.7% | $4,645+60.2% |