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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 | $55,181 | $81,208-32.1% | $98,920-44.2% | $79,856-30.9% |
| Participation rate | 89.9% | 72.5%+17.3pp | 76.0%+13.8pp | 69.6%+20.2pp |
| Annual return | 9.65% | 60.99%-51.3pp | 196.47%-186.8pp | 31.71%-22.1pp |
| Employer contribution / active EE | $413 | $1,960-78.9% | $2,689-84.6% | $2,471-83.3% |
| Participant deferral / active EE | $3,657 | $3,265+12.0% | $4,245-13.9% | $3,741-2.2% |
| Admin fee / account holder | $2,372 | $6,013-60.6% | $6,643-64.3% | $5,306-55.3% |