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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 | $68,434 | $125,797-45.6% | $170,043-59.8% | $75,173-9.0% |
| Participation rate | 70.0% | 83.6%-13.6pp | 87.0%-17.0pp | 67.2%+2.8pp |
| Annual return | 5.99% | 27.20%-21.2pp | 53.40%-47.4pp | 160.72%-154.7pp |
| Employer contribution / active EE | $725 | $4,616-84.3% | $6,790-89.3% | $2,671-72.9% |
| Participant deferral / active EE | $4,096 | $6,838-40.1% | $10,410-60.7% | $4,126-0.7% |
| Admin fee / account holder | $1,993 | $8,177-75.6% | $12,824-84.5% | $5,651-64.7% |