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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 | $51,731 | $76,407-32.3% | $150,298-65.6% | $82,448-37.3% |
| Participation rate | 80.8% | 66.4%+14.4pp | 77.8%+3.0pp | 68.1%+12.7pp |
| Annual return | 12.32% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $217 | $2,614-91.7% | $4,154-94.8% | $2,551-91.5% |
| Participant deferral / active EE | $2,745 | $3,214-14.6% | $5,453-49.7% | $4,139-33.7% |
| Admin fee / account holder | $8,611 | $6,352+35.6% | $14,116-39.0% | $7,234+19.0% |