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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 | $39,170 | $67,602-42.1% | $82,312-52.4% | $70,126-44.1% |
| Participation rate | 84.3% | 72.8%+11.5pp | 76.9%+7.4pp | 69.5%+14.8pp |
| Annual return | 10.78% | 21.57%-10.8pp | 25.88%-15.1pp | 73.15%-62.4pp |
| Employer contribution / active EE | $284 | $1,755-83.8% | $2,428-88.3% | $2,343-87.9% |
| Participant deferral / active EE | $3,067 | $2,987+2.7% | $3,706-17.3% | $3,332-8.0% |
| Admin fee / account holder | $452 | $4,512-90.0% | $5,608-91.9% | $4,645-90.3% |