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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 | $6,834 | $49,976-86.3% | $66,674-89.7% | $82,637-91.7% |
| Participation rate | 80.0% | 63.1%+16.9pp | 73.7%+6.3pp | 68.1%+11.9pp |
| Annual return | 9.30% | 39.09%-29.8pp | 321.24%-311.9pp | 53.51%-44.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,891 | $2,847-33.6% | $4,084-53.7% | $4,126-54.2% |
| Admin fee / account holder | $314 | $4,594-93.2% | $5,098-93.8% | $7,339-95.7% |