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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 | $38,966 | $98,760-60.5% | $149,715-74.0% | $79,858-51.2% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.5%+3.7pp | 69.6%+16.6pp |
| Annual return | 12.13% | 27.43%-15.3pp | 276.66%-264.5pp | 31.72%-19.6pp |
| Employer contribution / active EE | $499 | $3,217-84.5% | $4,645-89.3% | $2,471-79.8% |
| Participant deferral / active EE | $5,669 | $5,681-0.2% | $6,842-17.1% | $3,740+51.6% |
| Admin fee / account holder | $18,132 | $6,053+199.5% | $9,310+94.8% | $5,306+241.7% |