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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 | $42,601 | $81,504-47.7% | $102,437-58.4% | $80,959-47.4% |
| Participation rate | 78.2% | 66.9%+11.3pp | 74.5%+3.7pp | 67.7%+10.5pp |
| Annual return | 8.96% | 25.60%-16.6pp | 24.95%-16.0pp | 35.67%-26.7pp |
| Employer contribution / active EE | $681 | $3,104-78.1% | $3,871-82.4% | $2,757-75.3% |
| Participant deferral / active EE | $2,515 | $3,871-35.0% | $5,060-50.3% | $4,300-41.5% |
| Admin fee / account holder | $3,856 | $6,719-42.6% | $8,388-54.0% | $6,925-44.3% |