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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 | $44,070 | $81,208-45.7% | $98,920-55.4% | $79,856-44.8% |
| Participation rate | 82.7% | 72.5%+10.2pp | 76.0%+6.7pp | 69.6%+13.1pp |
| Annual return | 9.96% | 60.99%-51.0pp | 196.47%-186.5pp | 31.71%-21.8pp |
| Employer contribution / active EE | $392 | $1,960-80.0% | $2,689-85.4% | $2,471-84.2% |
| Participant deferral / active EE | $4,225 | $3,265+29.4% | $4,245-0.5% | $3,741+13.0% |
| Admin fee / account holder | $8,313 | $6,013+38.2% | $6,643+25.1% | $5,306+56.7% |