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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 | $95,259 | $80,812+17.9% | $160,784-40.8% | $82,448+15.5% |
| Participation rate | 85.7% | 66.2%+19.5pp | 77.0%+8.8pp | 68.1%+17.6pp |
| Annual return | 12.81% | 100.59%-87.8pp | 1803.92%-1791.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $384 | $2,174-82.4% | $3,733-89.7% | $2,551-85.0% |
| Participant deferral / active EE | $3,376 | $4,335-22.1% | $6,293-46.4% | $4,139-18.4% |
| Admin fee / account holder | $9,845 | $7,695+27.9% | $9,717+1.3% | $7,234+36.1% |