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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 | $43,546 | $106,749-59.2% | $145,433-70.1% | $82,448-47.2% |
| Participation rate | 84.2% | 75.6%+8.6pp | 82.1%+2.1pp | 68.1%+16.1pp |
| Annual return | 13.20% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $622 | $3,444-81.9% | $4,554-86.3% | $2,551-75.6% |
| Participant deferral / active EE | $6,794 | $6,519+4.2% | $7,897-14.0% | $4,139+64.1% |
| Admin fee / account holder | $3,087 | $8,390-63.2% | $13,129-76.5% | $7,234-57.3% |