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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 | $52,635 | $138,386-62.0% | $184,260-71.4% | $80,935-35.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 8.68% | 20.02%-11.3pp | 28.84%-20.2pp | 35.66%-27.0pp |
| Employer contribution / active EE | $1,403 | $4,851-71.1% | $6,427-78.2% | $2,757-49.1% |
| Participant deferral / active EE | $4,676 | $7,076-33.9% | $9,133-48.8% | $4,299+8.7% |
| Admin fee / account holder | $12,429 | $10,489+18.5% | $13,898-10.6% | $6,924+79.5% |