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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 | $46,900 | $76,407-38.6% | $150,298-68.8% | $82,448-43.1% |
| Participation rate | 80.5% | 66.4%+14.1pp | 77.8%+2.8pp | 68.1%+12.5pp |
| Annual return | 8.98% | 39.99%-31.0pp | 62.79%-53.8pp | 41.64%-32.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,642 | $3,214+13.3% | $5,453-33.2% | $4,139-12.0% |
| Admin fee / account holder | $1,354 | $6,352-78.7% | $14,116-90.4% | $7,234-81.3% |