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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 | $106,864-46.6% | $147,318-61.2% | $82,637-30.9% |
| Participation rate | 93.3% | 75.5%+17.8pp | 82.1%+11.3pp | 68.1%+25.3pp |
| Annual return | 14.16% | 27.49%-13.3pp | 70.43%-56.3pp | 53.51%-39.3pp |
| Employer contribution / active EE | $503 | $3,417-85.3% | $4,593-89.1% | $2,552-80.3% |
| Participant deferral / active EE | $3,354 | $6,496-48.4% | $7,906-57.6% | $4,126-18.7% |
| Admin fee / account holder | $11,393 | $8,415+35.4% | $13,708-16.9% | $7,339+55.2% |