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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 | $57,102 | $106,749-46.5% | $145,433-60.7% | $82,448-30.7% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.1%+11.2pp | 68.1%+25.3pp |
| Annual return | 14.16% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $503 | $3,444-85.4% | $4,554-89.0% | $2,551-80.3% |
| Participant deferral / active EE | $3,354 | $6,519-48.5% | $7,897-57.5% | $4,139-19.0% |
| Admin fee / account holder | $11,393 | $8,390+35.8% | $13,129-13.2% | $7,234+57.5% |