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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 | $58,539 | $145,431-59.7% | $211,142-72.3% | $87,485-33.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 11.72% | 27.21%-15.5pp | 46.84%-35.1pp | 26.06%-14.3pp |
| Employer contribution / active EE | $667 | $4,662-85.7% | $6,442-89.7% | $2,596-74.3% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,197 | $17,052-87.1% | $19,076-88.5% | $7,775-71.7% |