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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 | $38,890 | $62,583-37.9% | $76,767-49.3% | $64,173-39.4% |
| Participation rate | 76.6% | 72.8%+3.8pp | 77.0%-0.4pp | 69.6%+7.0pp |
| Annual return | -7.55% | -1.95%-5.6pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $381 | $1,832-79.2% | $2,485-84.7% | $2,381-84.0% |
| Participant deferral / active EE | $2,248 | $3,145-28.5% | $3,852-41.6% | $3,470-35.2% |
| Admin fee / account holder | $1,384 | $4,667-70.4% | $6,675-79.3% | $4,887-71.7% |