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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 | $58,360 | $72,486-19.5% | $87,103-33.0% | $72,976-20.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.10% | 24.46%-10.4pp | 28.19%-14.1pp | 81.02%-66.9pp |
| Employer contribution / active EE | $434 | $1,894-77.1% | $2,521-82.8% | $2,440-82.2% |
| Participant deferral / active EE | $2,609 | $3,270-20.2% | $4,049-35.6% | $3,608-27.7% |
| Admin fee / account holder | $663 | $5,055-86.9% | $7,491-91.1% | $5,124-87.1% |