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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 | $15,077 | $77,638-80.6% | $156,551-90.4% | $62,881-76.0% |
| Participation rate | 76.7% | 71.2%+5.5pp | 84.0%-7.3pp | 69.3%+7.4pp |
| Annual return | 3.70% | 50.33%-46.6pp | 32.23%-28.5pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,252 | $3,046-58.9% | $4,871-74.3% | $3,203-60.9% |
| Admin fee / account holder | $1,049 | $5,561-81.1% | $13,028-91.9% | $4,296-75.6% |