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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 | $37,858 | $91,559-58.7% | $133,971-71.7% | $79,852-52.6% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.1pp | 69.6%+8.1pp |
| Annual return | 1.55% | 61.85%-60.3pp | 45.09%-43.5pp | 31.72%-30.2pp |
| Employer contribution / active EE | $404 | $2,384-83.1% | $3,919-89.7% | $2,471-83.7% |
| Participant deferral / active EE | $2,278 | $3,734-39.0% | $5,047-54.9% | $3,740-39.1% |
| Admin fee / account holder | $4,240 | $6,321-32.9% | $8,929-52.5% | $5,306-20.1% |