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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 | $12,756 | $61,816-79.4% | $97,260-86.9% | $80,935-84.2% |
| Participation rate | 93.1% | 63.5%+29.6pp | 72.7%+20.4pp | 67.7%+25.4pp |
| Annual return | 10.29% | -558.73%+569.0pp | 75.54%-65.2pp | 35.66%-25.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,339 | $3,027+43.4% | $4,262+1.8% | $4,299+0.9% |
| Admin fee / account holder | $1,469 | $5,166-71.6% | $5,640-73.9% | $6,924-78.8% |