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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 | $39,019 | $81,487-52.1% | $102,412-61.9% | $80,935-51.8% |
| Participation rate | 89.1% | 66.8%+22.3pp | 74.5%+14.6pp | 67.7%+21.4pp |
| Annual return | 9.74% | 25.60%-15.9pp | 24.94%-15.2pp | 35.66%-25.9pp |
| Employer contribution / active EE | $347 | $3,103-88.8% | $3,870-91.0% | $2,757-87.4% |
| Participant deferral / active EE | $5,074 | $3,871+31.1% | $5,060+0.3% | $4,299+18.0% |
| Admin fee / account holder | $2,490 | $6,717-62.9% | $8,388-70.3% | $6,924-64.0% |