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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 | $177,992 | $97,648+82.3% | $121,663+46.3% | $87,485+103.5% |
| Participation rate | 70.4% | 70.5%-0.1pp | 74.5%-4.1pp | 68.9%+1.4pp |
| Annual return | 10.72% | 18.03%-7.3pp | 147.54%-136.8pp | 26.06%-15.3pp |
| Employer contribution / active EE | $192 | $2,300-91.6% | $3,020-93.6% | $2,596-92.6% |
| Participant deferral / active EE | $2,156 | $3,923-45.1% | $4,887-55.9% | $4,274-49.6% |
| Admin fee / account holder | $1,545 | $11,100-86.1% | $14,289-89.2% | $7,775-80.1% |