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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 | $8,616 | $76,407-88.7% | $150,298-94.3% | $82,448-89.5% |
| Participation rate | 87.1% | 66.4%+20.7pp | 77.8%+9.3pp | 68.1%+19.0pp |
| Annual return | 12.05% | 39.99%-27.9pp | 62.79%-50.7pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,835 | $3,214-11.8% | $5,453-48.0% | $4,139-31.5% |
| Admin fee / account holder | $1,872 | $6,352-70.5% | $14,116-86.7% | $7,234-74.1% |