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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 | $27,262 | $77,523-64.8% | $100,383-72.8% | $80,874-66.3% |
| Participation rate | 90.2% | 77.0%+13.2pp | 81.5%+8.7pp | 67.6%+22.5pp |
| Annual return | 10.02% | 37.21%-27.2pp | 49.26%-39.2pp | 35.62%-25.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,230 | $6,822-52.7% | $8,086-60.1% | $4,297-24.8% |
| Admin fee / account holder | $1,008 | $5,899-82.9% | $7,900-87.2% | $6,935-85.5% |