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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 | $27,156 | $78,015-65.2% | $178,505-84.8% | $80,959-66.5% |
| Participation rate | 81.8% | 65.7%+16.1pp | 77.1%+4.7pp | 67.7%+14.2pp |
| Annual return | 8.26% | 18.10%-9.8pp | 27.16%-18.9pp | 35.67%-27.4pp |
| Employer contribution / active EE | $481 | $2,281-78.9% | $3,955-87.8% | $2,757-82.6% |
| Participant deferral / active EE | $1,420 | $4,406-67.8% | $6,280-77.4% | $4,300-67.0% |
| Admin fee / account holder | $322 | $7,160-95.5% | $10,428-96.9% | $6,925-95.3% |