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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 | $6,769 | $49,976-86.5% | $66,674-89.8% | $82,637-91.8% |
| Participation rate | 88.0% | 63.1%+24.9pp | 73.7%+14.3pp | 68.1%+19.9pp |
| Annual return | 10.56% | 39.09%-28.5pp | 321.24%-310.7pp | 53.51%-42.9pp |
| Employer contribution / active EE | $167 | $1,988-91.6% | $2,620-93.6% | $2,552-93.4% |
| Participant deferral / active EE | $1,397 | $2,847-50.9% | $4,084-65.8% | $4,126-66.1% |
| Admin fee / account holder | $504 | $4,594-89.0% | $5,098-90.1% | $7,339-93.1% |