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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 | $36,109 | $102,385-64.7% | $147,080-75.4% | $80,935-55.4% |
| Participation rate | 91.2% | 75.9%+15.3pp | 82.2%+9.0pp | 67.7%+23.5pp |
| Annual return | 11.74% | 135.09%-123.4pp | 420.17%-408.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $545 | $3,717-85.3% | $4,933-89.0% | $2,757-80.2% |
| Participant deferral / active EE | $9,436 | $6,651+41.9% | $8,066+17.0% | $4,299+119.5% |
| Admin fee / account holder | $6,919 | $7,951-13.0% | $12,989-46.7% | $6,924-0.1% |