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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 | $64,768 | $65,027-0.4% | $90,970-28.8% | $79,852-18.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 8.73% | 30.45%-21.7pp | 134.58%-125.8pp | 31.72%-23.0pp |
| Employer contribution / active EE | $129 | $1,247-89.7% | $2,122-93.9% | $2,471-94.8% |
| Participant deferral / active EE | $2,931 | $2,512+16.7% | $3,373-13.1% | $3,740-21.6% |
| Admin fee / account holder | $17,370 | $4,535+283.0% | $5,960+191.4% | $5,306+227.4% |