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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 | $47,349 | $106,749-55.6% | $145,433-67.4% | $82,448-42.6% |
| Participation rate | 73.8% | 75.6%-1.8pp | 82.1%-8.3pp | 68.1%+5.7pp |
| Annual return | 10.70% | 27.59%-16.9pp | 66.58%-55.9pp | 41.64%-30.9pp |
| Employer contribution / active EE | $641 | $3,444-81.4% | $4,554-85.9% | $2,551-74.9% |
| Participant deferral / active EE | $4,727 | $6,519-27.5% | $7,897-40.1% | $4,139+14.2% |
| Admin fee / account holder | $2,413 | $8,390-71.2% | $13,129-81.6% | $7,234-66.6% |