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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 | $140,551 | $104,694+34.2% | $85,709+64.0% | $167,536-16.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 7.06% | 21.45%-14.4pp | 21.49%-14.4pp | 478.82%-471.8pp |
| Employer contribution / active EE | $391 | $3,337-88.3% | $2,619-85.1% | $4,839-91.9% |
| Participant deferral / active EE | $7,912 | $4,826+63.9% | $3,924+101.6% | $6,342+24.7% |
| Admin fee / account holder | $2,101 | $10,035-79.1% | $6,876-69.5% | $12,315-82.9% |