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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 | $99,995-71.2% | $85,063-66.1% | $145,978-80.3% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.6pp |
| Annual return | 6.08% | 83.99%-77.9pp | 66.54%-60.5pp | 550.52%-544.4pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,290 | $5,295+75.4% | $4,523+105.4% | $6,690+38.9% |
| Admin fee / account holder | $5,536 | $7,255-23.7% | $6,155-10.1% | $13,400-58.7% |