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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 | $42,953 | $86,922-50.6% | $102,438-58.1% | $80,874-46.9% |
| Participation rate | 85.5% | 72.4%+13.1pp | 76.5%+9.0pp | 67.6%+17.8pp |
| Annual return | 9.37% | 18.90%-9.5pp | 29.37%-20.0pp | 35.62%-26.2pp |
| Employer contribution / active EE | $527 | $2,369-77.7% | $3,024-82.6% | $2,756-80.9% |
| Participant deferral / active EE | $3,020 | $4,119-26.7% | $5,054-40.2% | $4,297-29.7% |
| Admin fee / account holder | $1,253 | $8,050-84.4% | $9,448-86.7% | $6,935-81.9% |