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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 | $17,194 | $81,262-78.8% | $155,602-89.0% | $80,911-78.7% |
| Participation rate | 74.4% | 66.2%+8.1pp | 78.2%-3.8pp | 67.6%+6.7pp |
| Annual return | 8.60% | 33.34%-24.7pp | 64.81%-56.2pp | 35.63%-27.0pp |
| Employer contribution / active EE | $372 | $3,102-88.0% | $4,675-92.1% | $2,756-86.5% |
| Participant deferral / active EE | $1,049 | $3,451-69.6% | $5,629-81.4% | $4,297-75.6% |
| Admin fee / account holder | $1,324 | $7,992-83.4% | $15,923-91.7% | $6,935-80.9% |