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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 | $30,040 | $86,919-65.4% | $102,457-70.7% | $80,911-62.9% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.6%+24.4pp |
| Annual return | 9.78% | 18.90%-9.1pp | 29.41%-19.6pp | 35.63%-25.8pp |
| Employer contribution / active EE | $301 | $2,368-87.3% | $3,022-90.0% | $2,756-89.1% |
| Participant deferral / active EE | $2,275 | $4,119-44.8% | $5,054-55.0% | $4,297-47.1% |
| Admin fee / account holder | $3,132 | $8,049-61.1% | $9,451-66.9% | $6,935-54.8% |