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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 | $59,266 | $105,200-43.7% | $159,474-62.8% | $85,847-31.0% |
| Participation rate | 81.0% | 75.8%+5.2pp | 82.8%-1.9pp | 69.3%+11.6pp |
| Annual return | 12.46% | 45.08%-32.6pp | 263.68%-251.2pp | 318.61%-306.1pp |
| Employer contribution / active EE | $302 | $3,319-90.9% | $4,831-93.8% | $2,565-88.2% |
| Participant deferral / active EE | $2,572 | $5,946-56.7% | $7,353-65.0% | $3,952-34.9% |
| Admin fee / account holder | $309 | $6,934-95.5% | $10,802-97.1% | $6,261-95.1% |