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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 | $34,453 | $77,962-55.8% | $178,540-80.7% | $80,935-57.4% |
| Participation rate | 88.9% | 65.7%+23.2pp | 77.1%+11.8pp | 67.7%+21.2pp |
| Annual return | 10.20% | 18.10%-7.9pp | 27.15%-16.9pp | 35.66%-25.5pp |
| Employer contribution / active EE | $287 | $2,280-87.4% | $3,953-92.7% | $2,757-89.6% |
| Participant deferral / active EE | $4,175 | $4,404-5.2% | $6,281-33.5% | $4,299-2.9% |
| Admin fee / account holder | $5,273 | $7,156-26.3% | $10,424-49.4% | $6,924-23.8% |