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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 | $86,940-65.4% | $102,434-70.7% | $80,935-62.9% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.7%+24.3pp |
| Annual return | 9.78% | 18.89%-9.1pp | 29.46%-19.7pp | 35.66%-25.9pp |
| Employer contribution / active EE | $301 | $2,370-87.3% | $3,023-90.0% | $2,757-89.1% |
| Participant deferral / active EE | $2,275 | $4,121-44.8% | $5,055-55.0% | $4,299-47.1% |
| Admin fee / account holder | $3,132 | $8,047-61.1% | $9,462-66.9% | $6,924-54.8% |