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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 | $49,144 | $104,098-52.8% | $140,514-65.0% | $94,015-47.7% |
| Participation rate | 91.4% | 73.7%+17.7pp | 77.8%+13.6pp | 70.8%+20.6pp |
| Annual return | 8.49% | 15.14%-6.7pp | 14.36%-5.9pp | 17.84%-9.4pp |
| Employer contribution / active EE | $261 | $2,388-89.1% | $3,378-92.3% | $2,790-90.6% |
| Participant deferral / active EE | $4,034 | $4,0330% | $4,919-18.0% | $4,249-5.1% |
| Admin fee / account holder | $2,352 | $10,439-77.5% | $13,697-82.8% | $8,951-73.7% |