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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 | $75,467 | $95,453-20.9% | $112,040-32.6% | $82,448-8.5% |
| Participation rate | 76.3% | 72.8%+3.6pp | 76.5%-0.2pp | 68.1%+8.2pp |
| Annual return | 10.15% | 23.92%-13.8pp | 24.52%-14.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,795 | $4,224-33.8% | $5,098-45.2% | $4,139-32.5% |
| Admin fee / account holder | $326 | $9,013-96.4% | $12,098-97.3% | $7,234-95.5% |