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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 | $61,881 | $106,749-42.0% | $145,433-57.5% | $82,448-24.9% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 11.02% | 27.59%-16.6pp | 66.58%-55.6pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,011 | $6,519+7.5% | $7,897-11.2% | $4,139+69.4% |
| Admin fee / account holder | $12,728 | $8,390+51.7% | $13,129-3.1% | $7,234+75.9% |