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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 | $70,001 | $86,949-19.5% | $102,460-31.7% | $80,959-13.5% |
| Participation rate | 74.2% | 72.4%+1.8pp | 76.5%-2.3pp | 67.7%+6.5pp |
| Annual return | 9.82% | 18.89%-9.1pp | 29.47%-19.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $672 | $2,370-71.6% | $3,025-77.8% | $2,757-75.6% |
| Participant deferral / active EE | $2,823 | $4,121-31.5% | $5,056-44.2% | $4,300-34.4% |
| Admin fee / account holder | $842 | $8,048-89.5% | $9,460-91.1% | $6,925-87.8% |