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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 | $68,673 | $75,541-9.1% | $152,093-54.8% | $82,637-16.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.37% | 32.56%-20.2pp | 66.36%-54.0pp | 53.51%-41.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,396 | $3,206+99.5% | $5,451+17.3% | $4,126+55.0% |
| Admin fee / account holder | $2,541 | $6,405-60.3% | $14,497-82.5% | $7,339-65.4% |