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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 | $8,902 | $51,638-82.8% | $68,368-87.0% | $82,448-89.2% |
| Participation rate | 79.7% | 63.6%+16.1pp | 73.8%+6.0pp | 68.1%+11.6pp |
| Annual return | 9.30% | 37.53%-28.2pp | 292.57%-283.3pp | 41.64%-32.3pp |
| Employer contribution / active EE | $180 | $2,047-91.2% | $2,649-93.2% | $2,551-92.9% |
| Participant deferral / active EE | $1,084 | $2,914-62.8% | $4,123-73.7% | $4,139-73.8% |
| Admin fee / account holder | $780 | $4,643-83.2% | $5,150-84.9% | $7,234-89.2% |