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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 | $48,593 | $86,949-44.1% | $102,460-52.6% | $80,959-40.0% |
| Participation rate | 74.6% | 72.4%+2.3pp | 76.5%-1.9pp | 67.7%+7.0pp |
| Annual return | 8.67% | 18.89%-10.2pp | 29.47%-20.8pp | 35.67%-27.0pp |
| Employer contribution / active EE | $580 | $2,370-75.5% | $3,025-80.8% | $2,757-79.0% |
| Participant deferral / active EE | $2,632 | $4,121-36.1% | $5,056-47.9% | $4,300-38.8% |
| Admin fee / account holder | $5,067 | $8,048-37.0% | $9,460-46.4% | $6,925-26.8% |