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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 | $28,822 | $100,203-71.2% | $85,240-66.2% | $145,897-80.2% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.6pp |
| Annual return | 6.08% | 84.28%-78.2pp | 66.75%-60.7pp | 552.29%-546.2pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,290 | $5,299+75.3% | $4,527+105.2% | $6,689+38.9% |
| Admin fee / account holder | $5,536 | $7,265-23.8% | $6,165-10.2% | $13,390-58.7% |