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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 | $95,453-48.5% | $112,040-56.1% | $82,448-40.4% |
| Participation rate | 91.4% | 72.8%+18.7pp | 76.5%+14.9pp | 68.1%+23.4pp |
| Annual return | 8.49% | 23.92%-15.4pp | 24.52%-16.0pp | 41.64%-33.2pp |
| Employer contribution / active EE | $261 | $2,318-88.7% | $2,954-91.2% | $2,551-89.8% |
| Participant deferral / active EE | $4,034 | $4,224-4.5% | $5,098-20.9% | $4,139-2.5% |
| Admin fee / account holder | $2,352 | $9,013-73.9% | $12,098-80.6% | $7,234-67.5% |