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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 | $55,166 | $85,171-35.2% | $172,753-68.1% | $72,976-24.4% |
| Participation rate | 78.4% | 70.1%+8.3pp | 82.6%-4.3pp | 69.5%+8.9pp |
| Annual return | 16.02% | 27.32%-11.3pp | 803.00%-787.0pp | 81.02%-65.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,098 | $3,260-66.3% | $5,198-78.9% | $3,608-69.6% |
| Admin fee / account holder | $2,177 | $5,880-63.0% | $13,956-84.4% | $5,124-57.5% |