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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 | $84,662 | $97,648-13.3% | $121,663-30.4% | $87,485-3.2% |
| Participation rate | 81.1% | 70.5%+10.6pp | 74.5%+6.6pp | 68.9%+12.1pp |
| Annual return | 5.38% | 18.03%-12.6pp | 147.54%-142.2pp | 26.06%-20.7pp |
| Employer contribution / active EE | $21 | $2,300-99.1% | $3,020-99.3% | $2,596-99.2% |
| Participant deferral / active EE | $6,351 | $3,923+61.9% | $4,887+30.0% | $4,274+48.6% |
| Admin fee / account holder | $1,610 | $11,100-85.5% | $14,289-88.7% | $7,775-79.3% |