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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 | $106,749-51.4% | $145,433-64.3% | $82,448-37.1% |
| Participation rate | 88.0% | 75.6%+12.4pp | 82.1%+5.9pp | 68.1%+19.9pp |
| Annual return | 12.96% | 27.59%-14.6pp | 66.58%-53.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $510 | $3,444-85.2% | $4,554-88.8% | $2,551-80.0% |
| Participant deferral / active EE | $3,860 | $6,519-40.8% | $7,897-51.1% | $4,139-6.8% |
| Admin fee / account holder | $2,476 | $8,390-70.5% | $13,129-81.1% | $7,234-65.8% |