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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 | $75,541-3.2% | $152,093-51.9% | $82,637-11.5% |
| Participation rate | 71.4% | 66.5%+4.9pp | 77.8%-6.3pp | 68.1%+3.4pp |
| Annual return | 10.87% | 32.56%-21.7pp | 66.36%-55.5pp | 53.51%-42.6pp |
| Employer contribution / active EE | $244 | $2,622-90.7% | $4,175-94.2% | $2,552-90.4% |
| Participant deferral / active EE | $4,581 | $3,206+42.9% | $5,451-16.0% | $4,126+11.0% |
| Admin fee / account holder | $2,270 | $6,405-64.6% | $14,497-84.3% | $7,339-69.1% |