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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 | $81,046 | $98,760-17.9% | $149,715-45.9% | $79,858+1.5% |
| Participation rate | 72.3% | 75.8%-3.4pp | 82.5%-10.1pp | 69.6%+2.7pp |
| Annual return | 9.76% | 27.43%-17.7pp | 276.66%-266.9pp | 31.72%-22.0pp |
| Employer contribution / active EE | $272 | $3,217-91.5% | $4,645-94.1% | $2,471-89.0% |
| Participant deferral / active EE | $3,316 | $5,681-41.6% | $6,842-51.5% | $3,740-11.3% |
| Admin fee / account holder | $2,940 | $6,053-51.4% | $9,310-68.4% | $5,306-44.6% |