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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 | $30,151 | $76,407-60.5% | $150,298-79.9% | $82,448-63.4% |
| Participation rate | 74.1% | 66.4%+7.7pp | 77.8%-3.7pp | 68.1%+6.0pp |
| Annual return | 9.41% | 39.99%-30.6pp | 62.79%-53.4pp | 41.64%-32.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,658 | $3,214+13.8% | $5,453-32.9% | $4,139-11.6% |
| Admin fee / account holder | $2,342 | $6,352-63.1% | $14,116-83.4% | $7,234-67.6% |