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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 | $31,488 | $80,992-61.1% | $96,534-67.4% | $75,173-58.1% |
| Participation rate | 84.4% | 71.8%+12.6pp | 76.0%+8.4pp | 67.2%+17.2pp |
| Annual return | 10.38% | 27.05%-16.7pp | 25.88%-15.5pp | 160.72%-150.3pp |
| Employer contribution / active EE | $524 | $2,283-77.1% | $2,965-82.3% | $2,671-80.4% |
| Participant deferral / active EE | $3,458 | $3,929-12.0% | $4,851-28.7% | $4,126-16.2% |
| Admin fee / account holder | $917 | $6,717-86.3% | $8,253-88.9% | $5,651-83.8% |