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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 | $2,205 | $19,646-88.8% | $71,585-96.9% | $64,097-96.6% |
| Participation rate | 85.3% | 64.7%+20.6pp | 68.2%+17.2pp | 55.2%+30.2pp |
| Annual return | 14.76% | 36.81%-22.1pp | 59.26%-44.5pp | 34.64%-19.9pp |
| Employer contribution / active EE | $156 | $713-78.1% | $1,669-90.6% | $1,891-91.7% |
| Participant deferral / active EE | $896 | $1,665-46.2% | $2,923-69.4% | $3,080-70.9% |
| Admin fee / account holder | $761 | $1,850-58.9% | $4,712-83.8% | $3,454-78.0% |