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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 | $57,460 | $112,729-49.0% | $98,716-41.8% | $137,256-58.1% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.3%+4.0pp | 80.0%-6.6pp |
| Annual return | 7.88% | 38.48%-30.6pp | 31.81%-23.9pp | 220.34%-212.5pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,894 | $4,640+5.5% | $4,048+20.9% | $6,407-23.6% |
| Admin fee / account holder | $24,027 | $10,129+137.2% | $8,703+176.1% | $12,270+95.8% |