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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 | $48,368 | $107,353-54.9% | $92,903-47.9% | $152,885-68.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 2.57% | 145.62%-143.0pp | 109.43%-106.9pp | 345.39%-342.8pp |
| Employer contribution / active EE | $168 | $4,222-96.0% | $3,653-95.4% | $4,763-96.5% |
| Participant deferral / active EE | $4,179 | $4,848-13.8% | $4,238-1.4% | $5,851-28.6% |
| Admin fee / account holder | $7,259 | $7,081+2.5% | $5,795+25.3% | $11,598-37.4% |