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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 | $224,778 | $106,864+110.3% | $147,318+52.6% | $82,637+172.0% |
| Participation rate | 73.3% | 75.5%-2.2pp | 82.1%-8.7pp | 68.1%+5.3pp |
| Annual return | 13.53% | 27.49%-14.0pp | 70.43%-56.9pp | 53.51%-40.0pp |
| Employer contribution / active EE | $333 | $3,417-90.2% | $4,593-92.7% | $2,552-86.9% |
| Participant deferral / active EE | $5,657 | $6,496-12.9% | $7,906-28.4% | $4,126+37.1% |
| Admin fee / account holder | $16,643 | $8,415+97.8% | $13,708+21.4% | $7,339+126.8% |