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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 | $42,072 | $88,672-52.6% | $105,223-60.0% | $82,448-49.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 11.14% | 30.86%-19.7pp | 180.65%-169.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $584 | $3,048-80.8% | $3,689-84.2% | $2,551-77.1% |
| Participant deferral / active EE | $2,645 | $4,036-34.5% | $5,072-47.9% | $4,139-36.1% |
| Admin fee / account holder | $10,761 | $7,146+50.6% | $8,859+21.5% | $7,234+48.7% |