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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 | $11,503 | $49,976-77.0% | $66,674-82.7% | $82,637-86.1% |
| Participation rate | 80.0% | 63.1%+16.9pp | 73.7%+6.3pp | 68.1%+11.9pp |
| Annual return | 12.87% | 39.09%-26.2pp | 321.24%-308.4pp | 53.51%-40.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,749 | $2,847-38.6% | $4,084-57.2% | $4,126-57.6% |
| Admin fee / account holder | $490 | $4,594-89.3% | $5,098-90.4% | $7,339-93.3% |