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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 | $32,515 | $111,830-70.9% | $93,696-65.3% | $145,884-77.7% |
| Participation rate | 78.9% | 74.2%+4.7pp | 68.7%+10.2pp | 80.3%-1.4pp |
| Annual return | 7.27% | 204.08%-196.8pp | 133.74%-126.5pp | 551.85%-544.6pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,730 | $4,920-64.8% | $4,417-60.8% | $6,690-74.1% |
| Admin fee / account holder | $1,667 | $10,249-83.7% | $8,287-79.9% | $13,392-87.6% |