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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 | $70,664 | $102,422-31.0% | $147,117-52.0% | $80,959-12.7% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 10.07% | 135.16%-125.1pp | 420.54%-410.5pp | 35.67%-25.6pp |
| Employer contribution / active EE | $684 | $3,717-81.6% | $4,932-86.1% | $2,757-75.2% |
| Participant deferral / active EE | $3,343 | $6,652-49.7% | $8,065-58.5% | $4,300-22.3% |
| Admin fee / account holder | $1,831 | $7,953-77.0% | $12,993-85.9% | $6,925-73.6% |