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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 | $135,402 | $67,602+100.3% | $82,312+64.5% | $70,126+93.1% |
| Participation rate | 72.7% | 72.8%0pp | 76.9%-4.2pp | 69.5%+3.2pp |
| Annual return | 9.62% | 21.57%-12.0pp | 25.88%-16.3pp | 73.15%-63.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,248 | $2,987+8.7% | $3,706-12.4% | $3,332-2.5% |
| Admin fee / account holder | $1,611 | $4,512-64.3% | $5,608-71.3% | $4,645-65.3% |