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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 | $52,809 | $63,346-16.6% | $92,240-42.7% | $70,126-24.7% |
| Participation rate | 78.3% | 68.7%+9.6pp | 76.5%+1.8pp | 69.5%+8.8pp |
| Annual return | 10.73% | 530.19%-519.5pp | 176.29%-165.6pp | 73.15%-62.4pp |
| Employer contribution / active EE | $415 | $2,471-83.2% | $3,680-88.7% | $2,343-82.3% |
| Participant deferral / active EE | $3,586 | $2,854+25.7% | $3,897-8.0% | $3,332+7.6% |
| Admin fee / account holder | $1,140 | $3,841-70.3% | $5,194-78.0% | $4,645-75.5% |