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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 | $155,282 | $95,404+62.8% | $113,397+36.9% | $82,637+87.9% |
| Participation rate | 94.4% | 72.8%+21.6pp | 76.5%+17.9pp | 68.1%+26.4pp |
| Annual return | 10.94% | 19.08%-8.1pp | 23.20%-12.3pp | 53.51%-42.6pp |
| Employer contribution / active EE | $278 | $2,307-87.9% | $2,977-90.7% | $2,552-89.1% |
| Participant deferral / active EE | $4,090 | $4,220-3.1% | $5,076-19.4% | $4,126-0.9% |
| Admin fee / account holder | $5,365 | $9,168-41.5% | $11,957-55.1% | $7,339-26.9% |