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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 | $97,550+87.6% | $120,344+52.1% | $87,485+109.2% |
| Participation rate | 70.6% | 72.8%-2.2pp | 76.7%-6.1pp | 68.9%+1.7pp |
| Annual return | 10.90% | 18.41%-7.5pp | 20.30%-9.4pp | 26.06%-15.2pp |
| Employer contribution / active EE | $394 | $2,291-82.8% | $3,020-87.0% | $2,596-84.8% |
| Participant deferral / active EE | $3,125 | $4,230-26.1% | $5,135-39.1% | $4,274-26.9% |
| Admin fee / account holder | $4,946 | $9,543-48.2% | $12,742-61.2% | $7,775-36.4% |