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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 | $22,140 | $117,895-81.2% | $102,460-78.4% | $145,897-84.8% |
| Participation rate | 76.5% | 78.6%-2.2pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 5.24% | 31.92%-26.7pp | 29.47%-24.2pp | 552.29%-547.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,350 | $5,736-59.0% | $5,056-53.5% | $6,689-64.9% |
| Admin fee / account holder | $405 | $13,353-97.0% | $9,460-95.7% | $13,390-97.0% |