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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 | $63,864 | $102,385-37.6% | $147,080-56.6% | $80,935-21.1% |
| Participation rate | 78.0% | 75.9%+2.1pp | 82.2%-4.2pp | 67.7%+10.3pp |
| Annual return | 9.43% | 135.09%-125.7pp | 420.17%-410.7pp | 35.66%-26.2pp |
| Employer contribution / active EE | $719 | $3,717-80.7% | $4,933-85.4% | $2,757-73.9% |
| Participant deferral / active EE | $2,893 | $6,651-56.5% | $8,066-64.1% | $4,299-32.7% |
| Admin fee / account holder | $7,422 | $7,951-6.7% | $12,989-42.9% | $6,924+7.2% |