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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 | $233,098 | $111,814+108.5% | $103,378+125.5% | $145,978+59.7% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 6.81% | 24.80%-18.0pp | 24.91%-18.1pp | 550.52%-543.7pp |
| Employer contribution / active EE | $717 | $4,215-83.0% | $3,870-81.5% | $4,662-84.6% |
| Participant deferral / active EE | $5,067 | $5,618-9.8% | $5,058+0.2% | $6,690-24.3% |
| Admin fee / account holder | $1,458 | $9,764-85.1% | $8,401-82.6% | $13,400-89.1% |