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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 | $73,136 | $78,690-7.1% | $161,489-54.7% | $87,485-16.4% |
| Participation rate | 71.4% | 67.5%+4.0pp | 78.7%-7.3pp | 68.9%+2.5pp |
| Annual return | 10.87% | 32.74%-21.9pp | 89.72%-78.8pp | 26.06%-15.2pp |
| Employer contribution / active EE | $244 | $2,588-90.6% | $4,268-94.3% | $2,596-90.6% |
| Participant deferral / active EE | $4,581 | $3,311+38.4% | $5,630-18.6% | $4,274+7.2% |
| Admin fee / account holder | $2,270 | $6,724-66.2% | $16,006-85.8% | $7,775-70.8% |