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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 | $59,906 | $56,063+6.9% | $76,051-21.2% | $80,911-26.0% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 9.27% | 20.54%-11.3pp | 360.42%-351.1pp | 35.63%-26.4pp |
| Employer contribution / active EE | $365 | $1,874-80.5% | $2,690-86.4% | $2,756-86.7% |
| Participant deferral / active EE | $3,751 | $3,052+22.9% | $4,257-11.9% | $4,297-12.7% |
| Admin fee / account holder | $2,112 | $5,240-59.7% | $6,416-67.1% | $6,935-69.5% |