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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 | $42,222 | $54,541-22.6% | $78,778-46.4% | $70,124-39.8% |
| Participation rate | 78.6% | 60.8%+17.8pp | 69.2%+9.4pp | 69.5%+9.0pp |
| Annual return | 11.93% | 21.07%-9.1pp | 35.62%-23.7pp | 73.14%-61.2pp |
| Employer contribution / active EE | $151 | $1,089-86.2% | $1,986-92.4% | $2,342-93.6% |
| Participant deferral / active EE | $1,422 | $2,210-35.6% | $2,958-51.9% | $3,332-57.3% |
| Admin fee / account holder | $318 | $3,709-91.4% | $5,134-93.8% | $4,645-93.2% |