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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 | $84,896 | $146,267-42.0% | $197,124-56.9% | $82,448+3.0% |
| Participation rate | 73.1% | 84.0%-10.9pp | 86.7%-13.6pp | 68.1%+5.0pp |
| Annual return | 13.08% | 29.61%-16.5pp | 44.34%-31.3pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,554 | $4,723-67.1% | $6,227-75.1% | $2,551-39.1% |
| Participant deferral / active EE | $6,153 | $7,035-12.5% | $9,135-32.6% | $4,139+48.6% |
| Admin fee / account holder | $3,595 | $14,422-75.1% | $16,298-77.9% | $7,234-50.3% |