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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 | $56,772 | $81,476-30.3% | $102,383-44.5% | $80,925-29.8% |
| Participation rate | 77.0% | 66.8%+10.2pp | 74.5%+2.5pp | 67.7%+9.4pp |
| Annual return | 9.23% | 25.59%-16.4pp | 24.94%-15.7pp | 35.65%-26.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,087 | $3,871-20.3% | $5,060-39.0% | $4,299-28.2% |
| Admin fee / account holder | $2,568 | $6,717-61.8% | $8,391-69.4% | $6,940-63.0% |