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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 | $22,924 | $79,449-71.1% | $189,597-87.9% | $85,851-73.3% |
| Participation rate | 84.4% | 66.0%+18.5pp | 78.4%+6.0pp | 69.3%+15.1pp |
| Annual return | 10.30% | 18.45%-8.1pp | 64.20%-53.9pp | 318.63%-308.3pp |
| Employer contribution / active EE | $318 | $2,081-84.7% | $4,412-92.8% | $2,565-87.6% |
| Participant deferral / active EE | $2,954 | $4,051-27.1% | $6,174-52.1% | $3,952-25.2% |
| Admin fee / account holder | $315 | $5,377-94.1% | $9,807-96.8% | $6,261-95.0% |