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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 | $18,124 | $72,027-74.8% | $185,861-90.2% | $79,856-77.3% |
| Participation rate | 85.4% | 65.8%+19.6pp | 78.0%+7.4pp | 69.6%+15.8pp |
| Annual return | 6.86% | 23.13%-16.3pp | 35.96%-29.1pp | 31.71%-24.9pp |
| Employer contribution / active EE | $312 | $1,965-84.1% | $4,088-92.4% | $2,471-87.4% |
| Participant deferral / active EE | $2,565 | $3,780-32.1% | $5,634-54.5% | $3,741-31.4% |
| Admin fee / account holder | $2,338 | $4,513-48.2% | $9,503-75.4% | $5,306-55.9% |