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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 | $55,062 | $75,541-27.1% | $152,093-63.8% | $82,637-33.4% |
| Participation rate | 71.4% | 66.5%+4.9pp | 77.8%-6.3pp | 68.1%+3.4pp |
| Annual return | 10.72% | 32.56%-21.8pp | 66.36%-55.6pp | 53.51%-42.8pp |
| Employer contribution / active EE | $321 | $2,622-87.8% | $4,175-92.3% | $2,552-87.4% |
| Participant deferral / active EE | $1,867 | $3,206-41.8% | $5,451-65.7% | $4,126-54.7% |
| Admin fee / account holder | $647 | $6,405-89.9% | $14,497-95.5% | $7,339-91.2% |