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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 | $14,728 | $63,773-76.9% | $81,286-81.9% | $80,925-81.8% |
| Participation rate | 72.9% | 63.9%+9.0pp | 69.5%+3.4pp | 67.7%+5.2pp |
| Annual return | 10.22% | 16.37%-6.1pp | 24.80%-14.6pp | 35.65%-25.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,026 | $3,093-2.2% | $3,883-22.1% | $4,299-29.6% |
| Admin fee / account holder | $2,299 | $5,682-59.5% | $5,764-60.1% | $6,940-66.9% |