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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 | $115,225-50.1% | $100,712-42.9% | $138,895-58.6% |
| Participation rate | 73.3% | 74.3%-1.0pp | 69.3%+4.1pp | 79.9%-6.6pp |
| Annual return | 7.88% | 40.35%-32.5pp | 33.27%-25.4pp | 145.39%-137.5pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,894 | $4,699+4.1% | $4,085+19.8% | $6,396-23.5% |
| Admin fee / account holder | $24,027 | $10,844+121.6% | $9,256+159.6% | $12,562+91.3% |