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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 | $35,498 | $87,834-59.6% | $133,975-73.5% | $62,881-43.5% |
| Participation rate | 74.2% | 83.4%-9.2pp | 87.1%-12.9pp | 69.3%+4.9pp |
| Annual return | 3.68% | 12.05%-8.4pp | 29.29%-25.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $984 | $3,482-71.7% | $5,211-81.1% | $2,281-56.8% |
| Participant deferral / active EE | $2,995 | $4,812-37.8% | $6,282-52.3% | $3,203-6.5% |
| Admin fee / account holder | $2,367 | $5,372-55.9% | $9,324-74.6% | $4,296-44.9% |