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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 | $21,991 | $48,327-54.5% | $67,575-67.5% | $80,935-72.8% |
| Participation rate | 95.2% | 66.4%+28.8pp | 72.9%+22.3pp | 67.7%+27.6pp |
| Annual return | 10.48% | 18.31%-7.8pp | 3528.98%-3518.5pp | 35.66%-25.2pp |
| Employer contribution / active EE | $56 | $2,022-97.2% | $2,736-98.0% | $2,757-98.0% |
| Participant deferral / active EE | $4,009 | $2,927+36.9% | $4,003+0.1% | $4,299-6.8% |
| Admin fee / account holder | $606 | $3,692-83.6% | $3,993-84.8% | $6,924-91.2% |