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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 | $27,293 | $55,713-51.0% | $75,894-64.0% | $72,983-62.6% |
| Participation rate | 80.5% | 61.1%+19.4pp | 69.3%+11.2pp | 69.5%+11.0pp |
| Annual return | 15.15% | 27.60%-12.5pp | 30.76%-15.6pp | 81.01%-65.9pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,465 | $2,634-6.4% | $3,603-31.6% | $3,608-31.7% |
| Admin fee / account holder | $2,086 | $3,980-47.6% | $5,420-61.5% | $5,124-59.3% |