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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 | $44,914 | $138,393-67.5% | $184,256-75.6% | $80,959-44.5% |
| Participation rate | 74.0% | 83.9%-9.9pp | 86.8%-12.8pp | 67.7%+6.3pp |
| Annual return | 10.61% | 20.01%-9.4pp | 28.85%-18.2pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,129 | $4,847-76.7% | $6,427-82.4% | $2,757-59.1% |
| Participant deferral / active EE | $3,736 | $7,076-47.2% | $9,133-59.1% | $4,300-13.1% |
| Admin fee / account holder | $2,224 | $10,489-78.8% | $13,899-84.0% | $6,925-67.9% |