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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 | $39,335 | $127,779-69.2% | $106,551-63.1% | $167,518-76.5% |
| Participation rate | 80.0% | 78.3%+1.7pp | 76.1%+3.9pp | 82.1%-2.1pp |
| Annual return | 7.04% | 33.87%-26.8pp | 26.80%-19.8pp | 478.71%-471.7pp |
| Employer contribution / active EE | $513 | $3,427-85.0% | $2,819-81.8% | $4,838-89.4% |
| Participant deferral / active EE | $1,821 | $5,088-64.2% | $4,398-58.6% | $6,342-71.3% |
| Admin fee / account holder | $4,280 | $11,228-61.9% | $7,408-42.2% | $12,312-65.2% |