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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 | $73,459-42.3% | $178,528-76.3% | $74,429-43.0% |
| Participation rate | 75.8% | 66.5%+9.2pp | 77.1%-1.3pp | 67.2%+8.6pp |
| Annual return | 9.83% | 17.50%-7.7pp | 27.11%-17.3pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $17 | $2,219-99.2% | $3,950-99.6% | $2,625-99.4% |
| Participant deferral / active EE | $2,429 | $4,515-46.2% | $6,278-61.3% | $4,348-44.1% |
| Admin fee / account holder | $1,248 | $1,812-31.1% | $10,419-88.0% | $1,944-35.8% |