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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 | $18,111 | $84,236-78.5% | $170,435-89.4% | $70,126-74.2% |
| Participation rate | 78.8% | 70.8%+8.0pp | 83.6%-4.8pp | 69.5%+9.2pp |
| Annual return | 7.00% | 23.06%-16.1pp | 205.94%-198.9pp | 73.15%-66.1pp |
| Employer contribution / active EE | $196 | $3,387-94.2% | $5,432-96.4% | $2,343-91.6% |
| Participant deferral / active EE | $1,633 | $3,086-47.1% | $4,939-66.9% | $3,332-51.0% |
| Admin fee / account holder | $5,333 | $5,698-6.4% | $13,881-61.6% | $4,645+14.8% |