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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 | $45,393 | $100,911-55.0% | $90,440-49.8% | $158,966-71.4% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 3.76% | 1726.62%-1722.9pp | 1294.38%-1290.6pp | 302.95%-299.2pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,169 | $4,348+87.9% | $3,964+106.1% | $5,983+36.5% |
| Admin fee / account holder | $28,791 | $6,507+342.4% | $5,615+412.8% | $11,250+155.9% |