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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 | $46,987 | $76,551-38.6% | $123,894-62.1% | $62,881-25.3% |
| Participation rate | 86.0% | 73.0%+13.1pp | 81.4%+4.6pp | 69.3%+16.7pp |
| Annual return | -3.02% | 18.68%-21.7pp | 47.52%-50.5pp | 20.14%-23.2pp |
| Employer contribution / active EE | $267 | $2,882-90.7% | $4,617-94.2% | $2,281-88.3% |
| Participant deferral / active EE | $3,573 | $4,840-26.2% | $5,984-40.3% | $3,203+11.5% |
| Admin fee / account holder | $1,513 | $4,826-68.6% | $8,357-81.9% | $4,296-64.8% |