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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 | $135,350 | $57,312+136.2% | $86,617+56.3% | $75,181+80.0% |
| Participation rate | 73.1% | 63.2%+9.9pp | 71.7%+1.4pp | 67.2%+5.9pp |
| Annual return | 13.14% | 2672.78%-2659.6pp | 591.91%-578.8pp | 160.69%-147.5pp |
| Employer contribution / active EE | $33 | $2,315-98.6% | $3,023-98.9% | $2,671-98.8% |
| Participant deferral / active EE | $4,871 | $3,319+46.8% | $4,437+9.8% | $4,126+18.1% |
| Admin fee / account holder | $2,704 | $4,114-34.3% | $5,613-51.8% | $5,650-52.1% |