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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 | $31,392 | $67,602-53.6% | $82,312-61.9% | $70,126-55.2% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 9.74% | 21.57%-11.8pp | 25.88%-16.1pp | 73.15%-63.4pp |
| Employer contribution / active EE | $333 | $1,755-81.0% | $2,428-86.3% | $2,343-85.8% |
| Participant deferral / active EE | $1,996 | $2,987-33.2% | $3,706-46.1% | $3,332-40.1% |
| Admin fee / account holder | $2,693 | $4,512-40.3% | $5,608-52.0% | $4,645-42.0% |