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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 | $42,389 | $73,532-42.4% | $178,505-76.3% | $74,478-43.1% |
| Participation rate | 75.8% | 66.6%+9.2pp | 77.1%-1.3pp | 67.2%+8.6pp |
| Annual return | 9.83% | 17.49%-7.7pp | 27.16%-17.3pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $17 | $2,221-99.2% | $3,955-99.6% | $2,626-99.4% |
| Participant deferral / active EE | $2,429 | $4,519-46.2% | $6,280-61.3% | $4,350-44.2% |
| Admin fee / account holder | $1,248 | $1,813-31.1% | $10,428-88.0% | $1,946-35.9% |