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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 | $142,972-59.5% | $214,702-73.0% | $86,983-33.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 9.39% | 18.49%-9.1pp | 54.55%-45.2pp | 25.83%-16.4pp |
| Employer contribution / active EE | $1,311 | $4,635-71.7% | $6,461-79.7% | $2,584-49.3% |
| Participant deferral / active EE | $4,146 | $6,568-36.9% | $9,147-54.7% | $4,194-1.1% |
| Admin fee / account holder | $7,878 | $17,617-55.3% | $19,830-60.3% | $7,856+0.3% |