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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 | $38,302 | $106,864-64.2% | $147,318-74.0% | $82,637-53.7% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 13.35% | 27.49%-14.1pp | 70.43%-57.1pp | 53.51%-40.2pp |
| Employer contribution / active EE | $497 | $3,417-85.5% | $4,593-89.2% | $2,552-80.5% |
| Participant deferral / active EE | $3,097 | $6,496-52.3% | $7,906-60.8% | $4,126-24.9% |
| Admin fee / account holder | $3,332 | $8,415-60.4% | $13,708-75.7% | $7,339-54.6% |