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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 | $133,305 | $78,423+70.0% | $95,964+38.9% | $79,856+66.9% |
| Participation rate | 78.2% | 73.5%+4.7pp | 77.1%+1.1pp | 69.6%+8.5pp |
| Annual return | 8.24% | 19.37%-11.1pp | 91.64%-83.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $208 | $1,945-89.3% | $2,541-91.8% | $2,471-91.6% |
| Participant deferral / active EE | $4,067 | $3,440+18.2% | $4,167-2.4% | $3,741+8.7% |
| Admin fee / account holder | $4,707 | $5,622-16.3% | $6,797-30.8% | $5,306-11.3% |