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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 | $19,522 | $126,661-84.6% | $113,397-82.8% | $138,895-85.9% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.5%+1.3pp | 79.9%-2.1pp |
| Annual return | -0.31% | 25.05%-25.4pp | 23.20%-23.5pp | 145.39%-145.7pp |
| Employer contribution / active EE | $778 | $3,456-77.5% | $2,977-73.9% | $4,194-81.5% |
| Participant deferral / active EE | $6,809 | $5,693+19.6% | $5,076+34.1% | $6,396+6.4% |
| Admin fee / account holder | $2,774 | $14,549-80.9% | $11,957-76.8% | $12,562-77.9% |