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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 | $33,660 | $79,449-57.6% | $189,575-82.2% | $85,847-60.8% |
| Participation rate | 93.2% | 66.0%+27.2pp | 78.4%+14.7pp | 69.3%+23.8pp |
| Annual return | 10.54% | 18.45%-7.9pp | 64.19%-53.7pp | 318.61%-308.1pp |
| Employer contribution / active EE | $184 | $2,081-91.2% | $4,412-95.8% | $2,565-92.8% |
| Participant deferral / active EE | $2,531 | $4,051-37.5% | $6,174-59.0% | $3,952-36.0% |
| Admin fee / account holder | $1,091 | $5,377-79.7% | $9,806-88.9% | $6,261-82.6% |