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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 | $97,550-49.6% | $120,344-59.2% | $87,485-43.8% |
| Participation rate | 91.4% | 72.8%+18.6pp | 76.7%+14.7pp | 68.9%+22.5pp |
| Annual return | 8.49% | 18.41%-9.9pp | 20.30%-11.8pp | 26.06%-17.6pp |
| Employer contribution / active EE | $261 | $2,291-88.6% | $3,020-91.4% | $2,596-89.9% |
| Participant deferral / active EE | $4,034 | $4,230-4.6% | $5,135-21.4% | $4,274-5.6% |
| Admin fee / account holder | $2,352 | $9,543-75.4% | $12,742-81.5% | $7,775-69.7% |