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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 | $17,194 | $81,358-78.9% | $155,556-88.9% | $80,959-78.8% |
| Participation rate | 74.4% | 66.3%+8.1pp | 78.2%-3.9pp | 67.7%+6.7pp |
| Annual return | 8.60% | 33.39%-24.8pp | 64.84%-56.2pp | 35.67%-27.1pp |
| Employer contribution / active EE | $372 | $3,106-88.0% | $4,675-92.1% | $2,757-86.5% |
| Participant deferral / active EE | $1,049 | $3,455-69.6% | $5,631-81.4% | $4,300-75.6% |
| Admin fee / account holder | $1,324 | $7,994-83.4% | $15,885-91.7% | $6,925-80.9% |