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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 | $66,598 | $146,267-54.5% | $197,124-66.2% | $82,448-19.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 10.87% | 29.61%-18.7pp | 44.34%-33.5pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,476 | $4,723-68.8% | $6,227-76.3% | $2,551-42.1% |
| Participant deferral / active EE | $5,982 | $7,035-15.0% | $9,135-34.5% | $4,139+44.5% |
| Admin fee / account holder | $7,379 | $14,422-48.8% | $16,298-54.7% | $7,234+2.0% |