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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 | $58,526 | $65,395-10.5% | $182,558-67.9% | $72,976-19.8% |
| Participation rate | 71.8% | 65.4%+6.4pp | 78.0%-6.2pp | 69.5%+2.3pp |
| Annual return | 17.81% | 27.68%-9.9pp | 148.59%-130.8pp | 81.02%-63.2pp |
| Employer contribution / active EE | $290 | $1,911-84.8% | $4,076-92.9% | $2,440-88.1% |
| Participant deferral / active EE | $1,970 | $3,563-44.7% | $5,526-64.3% | $3,608-45.4% |
| Admin fee / account holder | $620 | $4,245-85.4% | $8,594-92.8% | $5,124-87.9% |