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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 | $38,923 | $22,602+72.2% | $65,583-40.7% | $75,177-48.2% |
| Participation rate | 77.4% | 63.1%+14.3pp | 65.0%+12.4pp | 67.2%+10.2pp |
| Annual return | 12.60% | 71.13%-58.5pp | 47.46%-34.9pp | 160.75%-148.1pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,762 | $1,695+4.0% | $2,833-37.8% | $4,126-57.3% |
| Admin fee / account holder | $2,664 | $1,877+41.9% | $4,112-35.2% | $5,651-52.9% |