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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 | $43,838 | $86,949-49.6% | $102,460-57.2% | $80,959-45.9% |
| Participation rate | 70.6% | 72.4%-1.8pp | 76.5%-5.9pp | 67.7%+2.9pp |
| Annual return | 6.72% | 18.89%-12.2pp | 29.47%-22.7pp | 35.67%-28.9pp |
| Employer contribution / active EE | $368 | $2,370-84.5% | $3,025-87.8% | $2,757-86.7% |
| Participant deferral / active EE | $4,288 | $4,121+4.0% | $5,056-15.2% | $4,300-0.3% |
| Admin fee / account holder | $5,161 | $8,048-35.9% | $9,460-45.4% | $6,925-25.5% |