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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 | $40,660 | $56,894-28.5% | $84,753-52.0% | $62,881-35.3% |
| Participation rate | 72.1% | 68.5%+3.6pp | 76.6%-4.5pp | 69.3%+2.8pp |
| Annual return | -3.64% | 6.30%-9.9pp | 22.78%-26.4pp | 20.14%-23.8pp |
| Employer contribution / active EE | $349 | $2,400-85.5% | $3,574-90.2% | $2,281-84.7% |
| Participant deferral / active EE | $1,700 | $2,709-37.2% | $3,712-54.2% | $3,203-46.9% |
| Admin fee / account holder | $339 | $3,581-90.5% | $5,333-93.6% | $4,296-92.1% |