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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 | $57,954 | $145,431-60.2% | $211,142-72.6% | $87,485-33.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 9.39% | 27.21%-17.8pp | 46.84%-37.4pp | 26.06%-16.7pp |
| Employer contribution / active EE | $1,311 | $4,662-71.9% | $6,442-79.6% | $2,596-49.5% |
| Participant deferral / active EE | $4,146 | $6,859-39.6% | $9,284-55.3% | $4,274-3.0% |
| Admin fee / account holder | $7,878 | $17,052-53.8% | $19,076-58.7% | $7,775+1.3% |