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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 | $44,783 | $94,031-52.4% | $115,768-61.3% | $82,448-45.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 11.98% | 20.61%-8.6pp | 100.46%-88.5pp | 41.64%-29.7pp |
| Employer contribution / active EE | $52 | $2,323-97.7% | $2,940-98.2% | $2,551-97.9% |
| Participant deferral / active EE | $2,586 | $3,972-34.9% | $4,917-47.4% | $4,139-37.5% |
| Admin fee / account holder | $1,307 | $10,249-87.2% | $12,439-89.5% | $7,234-81.9% |