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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 | $73,343 | $93,617-21.7% | $135,982-46.1% | $75,177-2.4% |
| Participation rate | 81.4% | 75.2%+6.2pp | 81.9%-0.5pp | 67.2%+14.2pp |
| Annual return | 13.95% | 30.89%-16.9pp | 68.32%-54.4pp | 160.75%-146.8pp |
| Employer contribution / active EE | $650 | $3,538-81.6% | $4,859-86.6% | $2,671-75.7% |
| Participant deferral / active EE | $4,612 | $6,406-28.0% | $7,760-40.6% | $4,126+11.8% |
| Admin fee / account holder | $1,203 | $6,980-82.8% | $10,767-88.8% | $5,651-78.7% |