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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 | $4,200 | $25,014-83.2% | $69,623-94.0% | $80,935-94.8% |
| Participation rate | 81.5% | 64.2%+17.3pp | 66.4%+15.0pp | 67.7%+13.8pp |
| Annual return | 11.14% | 19.08%-7.9pp | 101.23%-90.1pp | 35.66%-24.5pp |
| Employer contribution / active EE | $212 | $991-78.6% | $1,709-87.6% | $2,757-92.3% |
| Participant deferral / active EE | $1,405 | $1,840-23.6% | $2,890-51.4% | $4,299-67.3% |
| Admin fee / account holder | $862 | $2,491-65.4% | $4,696-81.6% | $6,924-87.5% |