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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 | $23,297 | $81,504-71.4% | $102,437-77.3% | $80,959-71.2% |
| Participation rate | 90.3% | 66.9%+23.5pp | 74.5%+15.8pp | 67.7%+22.7pp |
| Annual return | 8.85% | 25.60%-16.7pp | 24.95%-16.1pp | 35.67%-26.8pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,874 | $3,871-51.6% | $5,060-63.0% | $4,300-56.4% |
| Admin fee / account holder | $444 | $6,719-93.4% | $8,388-94.7% | $6,925-93.6% |