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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 | $34,244 | $98,776-65.3% | $149,745-77.1% | $79,856-57.1% |
| Participation rate | 81.1% | 75.8%+5.3pp | 82.5%-1.4pp | 69.6%+11.4pp |
| Annual return | 11.95% | 27.38%-15.4pp | 276.72%-264.8pp | 31.71%-19.8pp |
| Employer contribution / active EE | $241 | $3,217-92.5% | $4,646-94.8% | $2,471-90.3% |
| Participant deferral / active EE | $2,407 | $5,681-57.6% | $6,843-64.8% | $3,741-35.7% |
| Admin fee / account holder | $4,299 | $6,053-29.0% | $9,312-53.8% | $5,306-19.0% |