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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 | $81,457-15.4% | $103,378-33.4% | $80,911-14.9% |
| Participation rate | 82.1% | 66.8%+15.2pp | 74.5%+7.5pp | 67.6%+14.4pp |
| Annual return | 8.12% | 25.58%-17.5pp | 24.91%-16.8pp | 35.63%-27.5pp |
| Employer contribution / active EE | $689 | $3,107-77.8% | $3,870-82.2% | $2,756-75.0% |
| Participant deferral / active EE | $3,360 | $3,871-13.2% | $5,058-33.6% | $4,297-21.8% |
| Admin fee / account holder | $1,963 | $6,717-70.8% | $8,401-76.6% | $6,935-71.7% |