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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 | $41,845 | $102,385-59.1% | $147,080-71.5% | $80,935-48.3% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 9.73% | 135.09%-125.4pp | 420.17%-410.4pp | 35.66%-25.9pp |
| Employer contribution / active EE | $551 | $3,717-85.2% | $4,933-88.8% | $2,757-80.0% |
| Participant deferral / active EE | $3,531 | $6,651-46.9% | $8,066-56.2% | $4,299-17.9% |
| Admin fee / account holder | $573 | $7,951-92.8% | $12,989-95.6% | $6,924-91.7% |