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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 | $19,949 | $63,342-68.5% | $92,236-78.4% | $70,131-71.6% |
| Participation rate | 95.5% | 68.7%+26.9pp | 76.5%+19.0pp | 69.5%+26.0pp |
| Annual return | 11.80% | 530.15%-518.3pp | 176.29%-164.5pp | 73.14%-61.3pp |
| Employer contribution / active EE | $433 | $2,471-82.5% | $3,679-88.2% | $2,342-81.5% |
| Participant deferral / active EE | $1,891 | $2,854-33.7% | $3,897-51.5% | $3,332-43.2% |
| Admin fee / account holder | $3,266 | $3,840-15.0% | $5,194-37.1% | $4,645-29.7% |