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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 | $62,192 | $106,749-41.7% | $145,433-57.2% | $82,448-24.6% |
| Participation rate | 76.9% | 75.6%+1.3pp | 82.1%-5.2pp | 68.1%+8.9pp |
| Annual return | 12.23% | 27.59%-15.4pp | 66.58%-54.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $634 | $3,444-81.6% | $4,554-86.1% | $2,551-75.2% |
| Participant deferral / active EE | $3,896 | $6,519-40.2% | $7,897-50.7% | $4,139-5.9% |
| Admin fee / account holder | $23,812 | $8,390+183.8% | $13,129+81.4% | $7,234+229.2% |