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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 | $56,366 | $95,404-40.9% | $113,397-50.3% | $82,637-31.8% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.5%-2.4pp | 68.1%+6.0pp |
| Annual return | 9.63% | 19.08%-9.4pp | 23.20%-13.6pp | 53.51%-43.9pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,275 | $4,220-22.4% | $5,076-35.5% | $4,126-20.6% |
| Admin fee / account holder | $1,275 | $9,168-86.1% | $11,957-89.3% | $7,339-82.6% |