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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 | $183,031 | $100,194+82.7% | $122,979+48.8% | $86,983+110.4% |
| Participation rate | 70.6% | 73.0%-2.4pp | 77.2%-6.6pp | 69.5%+1.0pp |
| Annual return | 10.90% | 16.47%-5.6pp | 20.12%-9.2pp | 25.83%-14.9pp |
| Employer contribution / active EE | $394 | $2,326-83.1% | $3,062-87.1% | $2,584-84.8% |
| Participant deferral / active EE | $3,125 | $4,133-24.4% | $5,003-37.5% | $4,194-25.5% |
| Admin fee / account holder | $4,946 | $10,148-51.3% | $12,864-61.6% | $7,856-37.0% |