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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 | $57,067 | $55,930+2.0% | $76,089-25.0% | $80,925-29.5% |
| Participation rate | 98.3% | 62.1%+36.2pp | 69.1%+29.2pp | 67.7%+30.6pp |
| Annual return | 9.55% | 20.58%-11.0pp | 360.94%-351.4pp | 35.65%-26.1pp |
| Employer contribution / active EE | $3 | $1,866-99.8% | $2,690-99.9% | $2,756-99.9% |
| Participant deferral / active EE | $3,328 | $3,051+9.1% | $4,259-21.9% | $4,299-22.6% |
| Admin fee / account holder | $3,435 | $5,241-34.5% | $6,418-46.5% | $6,940-50.5% |