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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 | $31,811 | $62,672-49.2% | $185,117-82.8% | $70,126-54.6% |
| Participation rate | 80.4% | 63.8%+16.6pp | 77.3%+3.1pp | 69.5%+10.9pp |
| Annual return | 12.59% | 40.79%-28.2pp | 40.50%-27.9pp | 73.15%-60.6pp |
| Employer contribution / active EE | $182 | $1,753-89.6% | $4,182-95.6% | $2,343-92.2% |
| Participant deferral / active EE | $2,673 | $3,272-18.3% | $5,045-47.0% | $3,332-19.8% |
| Admin fee / account holder | $6,271 | $3,932+59.5% | $8,159-23.1% | $4,645+35.0% |