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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 | $69,837 | $106,008-34.1% | $92,240-24.3% | $147,586-52.7% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 8.85% | 50.05%-41.2pp | 176.29%-167.4pp | 578.59%-569.7pp |
| Employer contribution / active EE | $367 | $4,333-91.5% | $3,680-90.0% | $4,876-92.5% |
| Participant deferral / active EE | $4,240 | $4,478-5.3% | $3,897+8.8% | $5,439-22.0% |
| Admin fee / account holder | $4,756 | $6,333-24.9% | $5,194-8.4% | $10,886-56.3% |