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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 | $55,930-61.1% | $76,089-71.4% | $80,925-73.1% |
| Participation rate | 70.5% | 62.1%+8.4pp | 69.1%+1.4pp | 67.7%+2.8pp |
| Annual return | 8.71% | 20.58%-11.9pp | 360.94%-352.2pp | 35.65%-26.9pp |
| Employer contribution / active EE | $298 | $1,866-84.0% | $2,690-88.9% | $2,756-89.2% |
| Participant deferral / active EE | $2,212 | $3,051-27.5% | $4,259-48.1% | $4,299-48.6% |
| Admin fee / account holder | $1,807 | $5,241-65.5% | $6,418-71.8% | $6,940-74.0% |