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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 | $13,913 | $85,024-83.6% | $70,544-80.3% | $139,466-90.0% |
| Participation rate | 86.4% | 73.9%+12.5pp | 68.4%+18.0pp | 80.3%+6.0pp |
| Annual return | 9.58% | 30.39%-20.8pp | 32.79%-23.2pp | 373.66%-364.1pp |
| Employer contribution / active EE | $446 | $3,912-88.6% | $2,976-85.0% | $4,754-90.6% |
| Participant deferral / active EE | $1,785 | $5,891-69.7% | $4,568-60.9% | $6,712-73.4% |
| Admin fee / account holder | $459 | $8,928-94.9% | $6,427-92.9% | $11,409-96.0% |