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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 | $28,338 | $65,395-56.7% | $182,531-84.5% | $72,983-61.2% |
| Participation rate | 76.5% | 65.4%+11.0pp | 78.0%-1.5pp | 69.5%+7.0pp |
| Annual return | 13.55% | 27.68%-14.1pp | 148.57%-135.0pp | 81.01%-67.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,075-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,747 | $3,563-22.9% | $5,525-50.3% | $3,608-23.9% |
| Admin fee / account holder | $9,071 | $4,245+113.7% | $8,593+5.6% | $5,124+77.0% |