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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 | $191,106 | $95,453+100.2% | $112,040+70.6% | $82,448+131.8% |
| Participation rate | 72.4% | 72.8%-0.3pp | 76.5%-4.1pp | 68.1%+4.3pp |
| Annual return | 9.79% | 23.92%-14.1pp | 24.52%-14.7pp | 41.64%-31.9pp |
| Employer contribution / active EE | $379 | $2,318-83.6% | $2,954-87.2% | $2,551-85.1% |
| Participant deferral / active EE | $2,697 | $4,224-36.2% | $5,098-47.1% | $4,139-34.9% |
| Admin fee / account holder | $2,021 | $9,013-77.6% | $12,098-83.3% | $7,234-72.1% |