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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 | $24,525 | $86,050-71.5% | $189,758-87.1% | $94,015-73.9% |
| Participation rate | 95.2% | 68.9%+26.3pp | 79.8%+15.4pp | 70.8%+24.4pp |
| Annual return | 10.56% | 17.77%-7.2pp | 52.62%-42.1pp | 17.84%-7.3pp |
| Employer contribution / active EE | $318 | $2,819-88.7% | $4,767-93.3% | $2,790-88.6% |
| Participant deferral / active EE | $2,788 | $3,349-16.7% | $5,856-52.4% | $4,249-34.4% |
| Admin fee / account holder | $698 | $6,627-89.5% | $20,388-96.6% | $8,951-92.2% |