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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 | $59,567 | $138,386-57.0% | $184,260-67.7% | $80,935-26.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 9.79% | 20.02%-10.2pp | 28.84%-19.1pp | 35.66%-25.9pp |
| Employer contribution / active EE | $1,381 | $4,851-71.5% | $6,427-78.5% | $2,757-49.9% |
| Participant deferral / active EE | $4,390 | $7,076-38.0% | $9,133-51.9% | $4,299+2.1% |
| Admin fee / account holder | $616 | $10,489-94.1% | $13,898-95.6% | $6,924-91.1% |