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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 | $39,915 | $72,273-44.8% | $101,275-60.6% | $79,856-50.0% |
| Participation rate | 88.5% | 68.5%+20.1pp | 75.8%+12.7pp | 69.6%+18.9pp |
| Annual return | 10.22% | 22.30%-12.1pp | 46.48%-36.3pp | 31.71%-21.5pp |
| Employer contribution / active EE | $452 | $2,691-83.2% | $3,660-87.7% | $2,471-81.7% |
| Participant deferral / active EE | $1,696 | $3,282-48.3% | $4,371-61.2% | $3,741-54.7% |
| Admin fee / account holder | $428 | $4,401-90.3% | $5,948-92.8% | $5,306-91.9% |