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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 | $127,438 | $67,602+88.5% | $82,312+54.8% | $70,126+81.7% |
| Participation rate | 78.7% | 72.8%+6.0pp | 76.9%+1.8pp | 69.5%+9.2pp |
| Annual return | 8.68% | 21.57%-12.9pp | 25.88%-17.2pp | 73.15%-64.5pp |
| Employer contribution / active EE | $202 | $1,755-88.5% | $2,428-91.7% | $2,343-91.4% |
| Participant deferral / active EE | $4,140 | $2,987+38.6% | $3,706+11.7% | $3,332+24.3% |
| Admin fee / account holder | $7,592 | $4,512+68.3% | $5,608+35.4% | $4,645+63.4% |