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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 | $106,749-37.3% | $145,433-54.0% | $82,448-18.9% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 10.99% | 27.59%-16.6pp | 66.58%-55.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,242 | $6,519-19.6% | $7,897-33.6% | $4,139+26.6% |
| Admin fee / account holder | $3,463 | $8,390-58.7% | $13,129-73.6% | $7,234-52.1% |