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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 | $55,875 | $56,894-1.8% | $84,753-34.1% | $62,881-11.1% |
| Participation rate | 77.4% | 68.5%+8.9pp | 76.6%+0.8pp | 69.3%+8.1pp |
| Annual return | 0.05% | 6.30%-6.2pp | 22.78%-22.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,291 | $2,709+58.4% | $3,712+15.6% | $3,203+34.0% |
| Admin fee / account holder | $3,535 | $3,581-1.3% | $5,333-33.7% | $4,296-17.7% |