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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 | $79,083 | $65,034+21.6% | $90,970-13.1% | $79,856-1.0% |
| Participation rate | 71.1% | 61.6%+9.5pp | 69.0%+2.1pp | 69.6%+1.4pp |
| Annual return | 3.93% | 30.45%-26.5pp | 134.60%-130.7pp | 31.71%-27.8pp |
| Employer contribution / active EE | $186 | $1,247-85.0% | $2,122-91.2% | $2,471-92.5% |
| Participant deferral / active EE | $1,244 | $2,512-50.5% | $3,373-63.1% | $3,741-66.7% |
| Admin fee / account holder | $1,434 | $4,536-68.4% | $5,961-75.9% | $5,306-73.0% |