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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 | $41,631 | $87,132-52.2% | $105,624-60.6% | $80,959-48.6% |
| Participation rate | 92.3% | 70.4%+21.9pp | 75.3%+17.0pp | 67.7%+24.6pp |
| Annual return | 9.10% | 17.03%-7.9pp | 116.20%-107.1pp | 35.67%-26.6pp |
| Employer contribution / active EE | $435 | $2,397-81.8% | $3,168-86.3% | $2,757-84.2% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,416 | $8,449-71.4% | $10,961-78.0% | $6,925-65.1% |