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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 | $32,377 | $110,379-70.7% | $102,412-68.4% | $145,884-77.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 4.64% | 24.84%-20.2pp | 24.94%-20.3pp | 551.85%-547.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,132 | $5,622-8.7% | $5,060+1.4% | $6,690-23.3% |
| Admin fee / account holder | $1,800 | $9,745-81.5% | $8,388-78.5% | $13,392-86.6% |