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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 | $51,507 | $95,453-46.0% | $112,040-54.0% | $82,448-37.5% |
| Participation rate | 85.6% | 72.8%+12.8pp | 76.5%+9.1pp | 68.1%+17.5pp |
| Annual return | 11.36% | 23.92%-12.6pp | 24.52%-13.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $620 | $2,318-73.2% | $2,954-79.0% | $2,551-75.7% |
| Participant deferral / active EE | $3,626 | $4,224-14.2% | $5,098-28.9% | $4,139-12.4% |
| Admin fee / account holder | $645 | $9,013-92.8% | $12,098-94.7% | $7,234-91.1% |