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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 | $54,621 | $76,551-28.6% | $123,894-55.9% | $62,881-13.1% |
| Participation rate | 80.8% | 73.0%+7.8pp | 81.4%-0.6pp | 69.3%+11.5pp |
| Annual return | 4.19% | 18.68%-14.5pp | 47.52%-43.3pp | 20.14%-16.0pp |
| Employer contribution / active EE | $236 | $2,882-91.8% | $4,617-94.9% | $2,281-89.7% |
| Participant deferral / active EE | $2,100 | $4,840-56.6% | $5,984-64.9% | $3,203-34.4% |
| Admin fee / account holder | $6,737 | $4,826+39.6% | $8,357-19.4% | $4,296+56.8% |