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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 | $59,953 | $97,550-38.5% | $120,344-50.2% | $87,485-31.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 5.03% | 18.41%-13.4pp | 20.30%-15.3pp | 26.06%-21.0pp |
| Employer contribution / active EE | $502 | $2,291-78.1% | $3,020-83.4% | $2,596-80.7% |
| Participant deferral / active EE | $3,874 | $4,230-8.4% | $5,135-24.6% | $4,274-9.4% |
| Admin fee / account holder | $7,829 | $9,543-18.0% | $12,742-38.6% | $7,775+0.7% |