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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 | $75,978 | $78,027-2.6% | $178,528-57.4% | $80,925-6.1% |
| Participation rate | 98.0% | 65.7%+32.3pp | 77.1%+20.9pp | 67.7%+30.3pp |
| Annual return | 9.31% | 18.09%-8.8pp | 27.11%-17.8pp | 35.65%-26.3pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,456 | $4,408+91.8% | $6,278+34.7% | $4,299+96.7% |
| Admin fee / account holder | $3,418 | $7,168-52.3% | $10,419-67.2% | $6,940-50.8% |