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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 | $68,893 | $81,504-15.5% | $102,437-32.7% | $80,959-14.9% |
| Participation rate | 82.1% | 66.9%+15.2pp | 74.5%+7.5pp | 67.7%+14.4pp |
| Annual return | 8.12% | 25.60%-17.5pp | 24.95%-16.8pp | 35.67%-27.5pp |
| Employer contribution / active EE | $689 | $3,104-77.8% | $3,871-82.2% | $2,757-75.0% |
| Participant deferral / active EE | $3,360 | $3,871-13.2% | $5,060-33.6% | $4,300-21.9% |
| Admin fee / account holder | $1,963 | $6,719-70.8% | $8,388-76.6% | $6,925-71.7% |