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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 | $38,394 | $84,953-54.8% | $163,379-76.5% | $82,637-53.5% |
| Participation rate | 86.0% | 65.9%+20.1pp | 76.8%+9.2pp | 68.1%+17.9pp |
| Annual return | 12.73% | 23.07%-10.3pp | 63.41%-50.7pp | 53.51%-40.8pp |
| Employer contribution / active EE | $227 | $2,183-89.6% | $3,752-93.9% | $2,552-91.1% |
| Participant deferral / active EE | $2,045 | $4,326-52.7% | $6,282-67.4% | $4,126-50.4% |
| Admin fee / account holder | $3,874 | $7,921-51.1% | $9,818-60.5% | $7,339-47.2% |