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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 | $134,351 | $93,617+43.5% | $135,982-1.2% | $75,177+78.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 13.49% | 30.89%-17.4pp | 68.32%-54.8pp | 160.75%-147.3pp |
| Employer contribution / active EE | $307 | $3,538-91.3% | $4,859-93.7% | $2,671-88.5% |
| Participant deferral / active EE | $9,629 | $6,406+50.3% | $7,760+24.1% | $4,126+133.3% |
| Admin fee / account holder | $1,776 | $6,980-74.6% | $10,767-83.5% | $5,651-68.6% |