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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 | $21,776 | $55,902-61.0% | $76,030-71.4% | $80,959-73.1% |
| Participation rate | 70.5% | 62.1%+8.4pp | 69.1%+1.4pp | 67.7%+2.8pp |
| Annual return | 8.71% | 20.59%-11.9pp | 361.54%-352.8pp | 35.67%-27.0pp |
| Employer contribution / active EE | $298 | $1,867-84.0% | $2,688-88.9% | $2,757-89.2% |
| Participant deferral / active EE | $2,212 | $3,051-27.5% | $4,257-48.0% | $4,300-48.6% |
| Admin fee / account holder | $1,807 | $5,239-65.5% | $6,421-71.9% | $6,925-73.9% |