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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 | $48,011 | $93,598-48.7% | $135,974-64.7% | $75,173-36.1% |
| Participation rate | 90.9% | 75.2%+15.7pp | 81.9%+9.0pp | 67.2%+23.7pp |
| Annual return | 13.63% | 30.89%-17.3pp | 68.30%-54.7pp | 160.72%-147.1pp |
| Employer contribution / active EE | $540 | $3,538-84.7% | $4,859-88.9% | $2,671-79.8% |
| Participant deferral / active EE | $4,321 | $6,405-32.5% | $7,760-44.3% | $4,126+4.7% |
| Admin fee / account holder | $8,552 | $6,978+22.6% | $10,767-20.6% | $5,651+51.3% |