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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 | $58,334 | $61,125-4.6% | $94,057-38.0% | $87,485-33.3% |
| Participation rate | 76.5% | 64.1%+12.4pp | 73.3%+3.1pp | 68.9%+7.5pp |
| Annual return | 9.76% | 35.20%-25.4pp | 480.62%-470.9pp | 26.06%-16.3pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,815 | $3,260+109.0% | $4,709+44.7% | $4,274+59.5% |
| Admin fee / account holder | $1,885 | $5,629-66.5% | $7,244-74.0% | $7,775-75.8% |