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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 | $16,121 | $85,171-81.1% | $172,753-90.7% | $72,976-77.9% |
| Participation rate | 97.5% | 70.1%+27.4pp | 82.6%+14.9pp | 69.5%+28.0pp |
| Annual return | 15.89% | 27.32%-11.4pp | 803.00%-787.1pp | 81.02%-65.1pp |
| Employer contribution / active EE | $292 | $3,324-91.2% | $5,144-94.3% | $2,440-88.0% |
| Participant deferral / active EE | $1,820 | $3,260-44.2% | $5,198-65.0% | $3,608-49.5% |
| Admin fee / account holder | $498 | $5,880-91.5% | $13,956-96.4% | $5,124-90.3% |