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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 | $57,387 | $93,598-38.7% | $135,974-57.8% | $75,173-23.7% |
| Participation rate | 72.4% | 75.2%-2.8pp | 81.9%-9.5pp | 67.2%+5.2pp |
| Annual return | 13.00% | 30.89%-17.9pp | 68.30%-55.3pp | 160.72%-147.7pp |
| Employer contribution / active EE | $487 | $3,538-86.2% | $4,859-90.0% | $2,671-81.8% |
| Participant deferral / active EE | $2,554 | $6,405-60.1% | $7,760-67.1% | $4,126-38.1% |
| Admin fee / account holder | $3,321 | $6,978-52.4% | $10,767-69.2% | $5,651-41.2% |