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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 | $93,216 | $104,937-11.2% | $84,628+10.1% | $152,897-39.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 8.97% | 373.88%-364.9pp | 258.80%-249.8pp | 345.43%-336.5pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,013 | $4,690-35.8% | $3,900-22.7% | $5,851-48.5% |
| Admin fee / account holder | $15,413 | $6,243+146.9% | $4,914+213.7% | $11,599+32.9% |