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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 | $21,908 | $53,841-59.3% | $75,731-71.1% | $85,851-74.5% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 12.30% | 24.54%-12.2pp | 104.65%-92.4pp | 318.63%-306.3pp |
| Employer contribution / active EE | -$2,425 | $2,017-220.2% | $2,743-188.4% | $2,565-194.5% |
| Participant deferral / active EE | $4,638 | $2,895+60.2% | $3,820+21.4% | $3,952+17.4% |
| Admin fee / account holder | $1,428 | $3,340-57.2% | $3,620-60.5% | $6,261-77.2% |