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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 | $163,183 | $76,551+113.2% | $123,894+31.7% | $62,881+159.5% |
| Participation rate | 85.7% | 73.0%+12.7pp | 81.4%+4.3pp | 69.3%+16.4pp |
| Annual return | 5.25% | 18.68%-13.4pp | 47.52%-42.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $445 | $2,882-84.6% | $4,617-90.4% | $2,281-80.5% |
| Participant deferral / active EE | $4,821 | $4,840-0.4% | $5,984-19.4% | $3,203+50.5% |
| Admin fee / account holder | $14,900 | $4,826+208.8% | $8,357+78.3% | $4,296+246.8% |