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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 | $8,402 | $49,976-83.2% | $66,674-87.4% | $82,637-89.8% |
| Participation rate | 88.9% | 63.1%+25.8pp | 73.7%+15.2pp | 68.1%+20.8pp |
| Annual return | 13.01% | 39.09%-26.1pp | 321.24%-308.2pp | 53.51%-40.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,827 | $2,847-35.8% | $4,084-55.3% | $4,126-55.7% |
| Admin fee / account holder | $538 | $4,594-88.3% | $5,098-89.4% | $7,339-92.7% |