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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 | $51,239 | $72,269-29.1% | $101,271-49.4% | $79,852-35.8% |
| Participation rate | 73.2% | 68.5%+4.8pp | 75.8%-2.6pp | 69.6%+3.6pp |
| Annual return | 6.53% | 22.29%-15.8pp | 46.48%-40.0pp | 31.72%-25.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,778 | $3,282-15.3% | $4,371-36.4% | $3,740-25.7% |
| Admin fee / account holder | $2,751 | $4,401-37.5% | $5,948-53.8% | $5,306-48.2% |