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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 | $51,870 | $106,524-51.3% | $152,301-65.9% | $87,485-40.7% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.4%+5.6pp | 68.9%+19.1pp |
| Annual return | 12.96% | 26.89%-13.9pp | 80.50%-67.5pp | 26.06%-13.1pp |
| Employer contribution / active EE | $510 | $3,371-84.9% | $4,624-89.0% | $2,596-80.4% |
| Participant deferral / active EE | $3,860 | $6,525-40.8% | $8,004-51.8% | $4,274-9.7% |
| Admin fee / account holder | $2,476 | $8,287-70.1% | $14,398-82.8% | $7,775-68.2% |