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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 | $94,642 | $106,864-11.4% | $147,318-35.8% | $82,637+14.5% |
| Participation rate | 77.8% | 75.5%+2.3pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 13.61% | 27.49%-13.9pp | 70.43%-56.8pp | 53.51%-39.9pp |
| Employer contribution / active EE | $541 | $3,417-84.2% | $4,593-88.2% | $2,552-78.8% |
| Participant deferral / active EE | $5,411 | $6,496-16.7% | $7,906-31.6% | $4,126+31.1% |
| Admin fee / account holder | $4,483 | $8,415-46.7% | $13,708-67.3% | $7,339-38.9% |