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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 | $53,940 | $78,423-31.2% | $95,964-43.8% | $79,856-32.5% |
| Participation rate | 70.0% | 73.5%-3.5pp | 77.1%-7.1pp | 69.6%+0.4pp |
| Annual return | 9.87% | 19.37%-9.5pp | 91.64%-81.8pp | 31.71%-21.8pp |
| Employer contribution / active EE | $332 | $1,945-83.0% | $2,541-86.9% | $2,471-86.6% |
| Participant deferral / active EE | $2,211 | $3,440-35.7% | $4,167-46.9% | $3,741-40.9% |
| Admin fee / account holder | $5,259 | $5,622-6.5% | $6,797-22.6% | $5,306-0.9% |