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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 | $46,138 | $102,385-54.9% | $147,080-68.6% | $80,935-43.0% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 10.04% | 135.09%-125.1pp | 420.17%-410.1pp | 35.66%-25.6pp |
| Employer contribution / active EE | $372 | $3,717-90.0% | $4,933-92.5% | $2,757-86.5% |
| Participant deferral / active EE | $4,033 | $6,651-39.4% | $8,066-50.0% | $4,299-6.2% |
| Admin fee / account holder | $1,077 | $7,951-86.5% | $12,989-91.7% | $6,924-84.4% |