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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 | $14,635 | $43,075-66.0% | $74,577-80.4% | $62,881-76.7% |
| Participation rate | 85.3% | 58.1%+27.2pp | 68.1%+17.2pp | 69.3%+16.0pp |
| Annual return | -2.02% | 17.50%-19.5pp | 20.47%-22.5pp | 20.14%-22.2pp |
| Employer contribution / active EE | $147 | $1,498-90.2% | $2,525-94.2% | $2,281-93.6% |
| Participant deferral / active EE | $1,102 | $2,389-53.9% | $3,458-68.1% | $3,203-65.6% |
| Admin fee / account holder | $490 | $2,840-82.8% | $4,138-88.2% | $4,296-88.6% |