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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 | $26,619 | $166,242-84.0% | $165,071-83.9% | $145,884-81.8% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%-0.1pp | 80.3%-1.7pp |
| Annual return | 6.05% | 100.44%-94.4pp | 70.17%-64.1pp | 551.85%-545.8pp |
| Employer contribution / active EE | $57 | $5,283-98.9% | $4,347-98.7% | $4,662-98.8% |
| Participant deferral / active EE | $2,960 | $6,964-57.5% | $6,035-51.0% | $6,690-55.8% |
| Admin fee / account holder | $1,979 | $16,658-88.1% | $12,695-84.4% | $13,392-85.2% |