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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 | $80,404 | $64,359+24.9% | $90,161-10.8% | $70,126+14.7% |
| Participation rate | 88.4% | 70.4%+17.9pp | 76.9%+11.5pp | 69.5%+18.8pp |
| Annual return | 13.96% | 28.13%-14.2pp | 34.89%-20.9pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,241 | $4,389-26.2% | $5,287-38.7% | $3,332-2.7% |
| Admin fee / account holder | $5,527 | $3,945+40.1% | $5,943-7.0% | $4,645+19.0% |