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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 | $27,318 | $77,817-64.9% | $123,553-77.9% | $64,173-57.4% |
| Participation rate | 88.5% | 74.7%+13.8pp | 82.3%+6.2pp | 69.6%+18.9pp |
| Annual return | -9.30% | 12.49%-21.8pp | 119.21%-128.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $10 | $3,014-99.7% | $4,628-99.8% | $2,381-99.6% |
| Participant deferral / active EE | $9,982 | $5,240+90.5% | $6,426+55.3% | $3,470+187.7% |
| Admin fee / account holder | $2,051 | $5,519-62.8% | $9,284-77.9% | $4,887-58.0% |