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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 | $51,048 | $93,345-45.3% | $119,126-57.1% | $87,485-41.6% |
| Participation rate | 87.3% | 68.7%+18.6pp | 75.8%+11.5pp | 68.9%+18.4pp |
| Annual return | 11.96% | 19.08%-7.1pp | 282.11%-270.1pp | 26.06%-14.1pp |
| Employer contribution / active EE | $485 | $3,172-84.7% | $4,034-88.0% | $2,596-81.3% |
| Participant deferral / active EE | $3,183 | $4,099-22.3% | $5,318-40.1% | $4,274-25.5% |
| Admin fee / account holder | $7,324 | $8,039-8.9% | $10,693-31.5% | $7,775-5.8% |