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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 | $69,275 | $183,539-62.3% | $155,556-55.5% | $145,897-52.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.32% | 61.31%-59.0pp | 64.84%-62.5pp | 552.29%-550.0pp |
| Employer contribution / active EE | $778 | $5,315-85.4% | $4,675-83.4% | $4,663-83.3% |
| Participant deferral / active EE | $17,268 | $6,467+167.0% | $5,631+206.7% | $6,689+158.1% |
| Admin fee / account holder | $4,712 | $19,275-75.6% | $15,885-70.3% | $13,390-64.8% |