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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 | $47,793 | $55,437-13.8% | $155,534-69.3% | $74,459-35.8% |
| Participation rate | 83.0% | 61.9%+21.1pp | 78.2%+4.8pp | 67.2%+15.8pp |
| Annual return | 9.30% | 269.58%-260.3pp | 64.92%-55.6pp | 1369.70%-1360.4pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,501 | $2,837-11.9% | $5,630-55.6% | $4,350-42.5% |
| Admin fee / account holder | $2,133 | $1,742+22.4% | $15,900-86.6% | $1,945+9.7% |