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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 | $55,889+7.2% | $76,119-21.3% | $80,935-26.0% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 9.27% | 20.58%-11.3pp | 361.25%-352.0pp | 35.66%-26.4pp |
| Employer contribution / active EE | $365 | $1,866-80.4% | $2,693-86.4% | $2,757-86.8% |
| Participant deferral / active EE | $3,751 | $3,051+22.9% | $4,259-11.9% | $4,299-12.8% |
| Admin fee / account holder | $2,112 | $5,241-59.7% | $6,421-67.1% | $6,924-69.5% |