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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 | $42,365 | $101,798-58.4% | $165,071-74.3% | $80,935-47.7% |
| Participation rate | 98.4% | 71.8%+26.6pp | 78.6%+19.8pp | 67.7%+30.7pp |
| Annual return | 10.37% | 16.73%-6.4pp | 70.17%-59.8pp | 35.66%-25.3pp |
| Employer contribution / active EE | $247 | $2,954-91.6% | $4,347-94.3% | $2,757-91.0% |
| Participant deferral / active EE | $2,467 | $4,476-44.9% | $6,035-59.1% | $4,299-42.6% |
| Admin fee / account holder | $6,106 | $8,221-25.7% | $12,695-51.9% | $6,924-11.8% |