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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 | $36,570 | $102,422-64.3% | $147,117-75.1% | $80,959-54.8% |
| Participation rate | 98.1% | 75.9%+22.2pp | 82.2%+15.9pp | 67.7%+30.4pp |
| Annual return | 11.34% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $434 | $3,717-88.3% | $4,932-91.2% | $2,757-84.2% |
| Participant deferral / active EE | $2,958 | $6,652-55.5% | $8,065-63.3% | $4,300-31.2% |
| Admin fee / account holder | $722 | $7,953-90.9% | $12,993-94.4% | $6,925-89.6% |