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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 | $147,654 | $95,453+54.7% | $112,040+31.8% | $82,448+79.1% |
| Participation rate | 80.6% | 72.8%+7.9pp | 76.5%+4.2pp | 68.1%+12.6pp |
| Annual return | 12.23% | 23.92%-11.7pp | 24.52%-12.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $602 | $2,318-74.0% | $2,954-79.6% | $2,551-76.4% |
| Participant deferral / active EE | $3,416 | $4,224-19.1% | $5,098-33.0% | $4,139-17.5% |
| Admin fee / account holder | $2,381 | $9,013-73.6% | $12,098-80.3% | $7,234-67.1% |