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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 | $30,742 | $55,902-45.0% | $76,030-59.6% | $80,959-62.0% |
| Participation rate | 81.8% | 62.1%+19.8pp | 69.1%+12.8pp | 67.7%+14.2pp |
| Annual return | 9.71% | 20.59%-10.9pp | 361.54%-351.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $302 | $1,867-83.8% | $2,688-88.8% | $2,757-89.0% |
| Participant deferral / active EE | $1,899 | $3,051-37.7% | $4,257-55.4% | $4,300-55.8% |
| Admin fee / account holder | $880 | $5,239-83.2% | $6,421-86.3% | $6,925-87.3% |