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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 | $53,009 | $74,535-28.9% | $100,712-47.4% | $82,637-35.9% |
| Participation rate | 75.9% | 61.2%+14.7pp | 69.3%+6.6pp | 68.1%+7.8pp |
| Annual return | 11.46% | 18.92%-7.5pp | 33.27%-21.8pp | 53.51%-42.0pp |
| Employer contribution / active EE | $164 | $1,503-89.1% | $2,313-92.9% | $2,552-93.6% |
| Participant deferral / active EE | $3,534 | $3,074+15.0% | $4,085-13.5% | $4,126-14.4% |
| Admin fee / account holder | $1,143 | $6,576-82.6% | $9,256-87.7% | $7,339-84.4% |