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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 | $66,895 | $106,864-37.4% | $147,318-54.6% | $82,637-19.1% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 10.99% | 27.49%-16.5pp | 70.43%-59.4pp | 53.51%-42.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,242 | $6,496-19.3% | $7,906-33.7% | $4,126+27.0% |
| Admin fee / account holder | $3,463 | $8,415-58.8% | $13,708-74.7% | $7,339-52.8% |