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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 | $17,438 | $84,953-79.5% | $163,379-89.3% | $82,637-78.9% |
| Participation rate | 96.7% | 65.9%+30.7pp | 76.8%+19.8pp | 68.1%+28.6pp |
| Annual return | 11.66% | 23.07%-11.4pp | 63.41%-51.7pp | 53.51%-41.8pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,233 | $4,326+21.0% | $6,282-16.7% | $4,126+26.8% |
| Admin fee / account holder | $370 | $7,921-95.3% | $9,818-96.2% | $7,339-95.0% |