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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 | $37,085 | $62,672-40.8% | $185,117-80.0% | $70,126-47.1% |
| Participation rate | 78.1% | 63.8%+14.3pp | 77.3%+0.9pp | 69.5%+8.6pp |
| Annual return | 12.30% | 40.79%-28.5pp | 40.50%-28.2pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,792 | $3,272-45.2% | $5,045-64.5% | $3,332-46.2% |
| Admin fee / account holder | $2,153 | $3,932-45.2% | $8,159-73.6% | $4,645-53.7% |