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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 | $78,690-68.8% | $161,489-84.8% | $87,485-72.0% |
| Participation rate | 95.2% | 67.5%+27.8pp | 78.7%+16.5pp | 68.9%+26.3pp |
| Annual return | 10.56% | 32.74%-22.2pp | 89.72%-79.2pp | 26.06%-15.5pp |
| Employer contribution / active EE | $318 | $2,588-87.7% | $4,268-92.5% | $2,596-87.7% |
| Participant deferral / active EE | $2,788 | $3,311-15.8% | $5,630-50.5% | $4,274-34.8% |
| Admin fee / account holder | $698 | $6,724-89.6% | $16,006-95.6% | $7,775-91.0% |