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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 | $24,063 | $77,814-69.1% | $158,223-84.8% | $86,983-72.3% |
| Participation rate | 71.3% | 68.4%+2.8pp | 79.2%-7.9pp | 69.5%+1.7pp |
| Annual return | 10.29% | 30.54%-20.3pp | 52.09%-41.8pp | 25.83%-15.5pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,232 | $3,270-31.7% | $5,467-59.2% | $4,194-46.8% |
| Admin fee / account holder | $1,906 | $5,879-67.6% | $16,047-88.1% | $7,856-75.7% |