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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 | $25,557 | $86,050-70.3% | $189,758-86.5% | $94,015-72.8% |
| Participation rate | 81.6% | 68.9%+12.7pp | 79.8%+1.8pp | 70.8%+10.8pp |
| Annual return | 10.82% | 17.77%-6.9pp | 52.62%-41.8pp | 17.84%-7.0pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,944 | $3,349+77.5% | $5,856+1.5% | $4,249+39.9% |
| Admin fee / account holder | $2,849 | $6,627-57.0% | $20,388-86.0% | $8,951-68.2% |