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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 | $17,369 | $80,812-78.5% | $160,784-89.2% | $82,448-78.9% |
| Participation rate | 75.9% | 66.2%+9.6pp | 77.0%-1.1pp | 68.1%+7.8pp |
| Annual return | 12.62% | 100.59%-88.0pp | 1803.92%-1791.3pp | 41.64%-29.0pp |
| Employer contribution / active EE | $237 | $2,174-89.1% | $3,733-93.7% | $2,551-90.7% |
| Participant deferral / active EE | $1,600 | $4,335-63.1% | $6,293-74.6% | $4,139-61.3% |
| Admin fee / account holder | $1,213 | $7,695-84.2% | $9,717-87.5% | $7,234-83.2% |