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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 | $47,500 | $81,870-42.0% | $119,622-60.3% | $68,486-30.6% |
| Participation rate | 91.3% | 71.9%+19.4pp | 79.3%+12.0pp | 67.9%+23.4pp |
| Annual return | -20.85% | -23.82%+3.0pp | -14.98%-5.9pp | -7.85%-13.0pp |
| Employer contribution / active EE | $442 | $2,692-83.6% | $4,232-89.6% | $2,597-83.0% |
| Participant deferral / active EE | $3,726 | $4,148-10.2% | $5,601-33.5% | $4,028-7.5% |
| Admin fee / account holder | $1,204 | $6,583-81.7% | $10,328-88.3% | $5,404-77.7% |