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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 | $8,871 | $57,590-84.6% | $86,233-89.7% | $82,448-89.2% |
| Participation rate | 81.1% | 57.9%+23.2pp | 69.0%+12.1pp | 68.1%+13.0pp |
| Annual return | 10.49% | 22.41%-11.9pp | 61.39%-50.9pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,187 | $3,080-29.0% | $4,559-52.0% | $4,139-47.2% |
| Admin fee / account holder | $1,611 | $4,730-66.0% | $8,342-80.7% | $7,234-77.7% |