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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 | $23,715 | $89,259-73.4% | $107,187-77.9% | $82,637-71.3% |
| Participation rate | 92.9% | 67.9%+24.9pp | 75.0%+17.8pp | 68.1%+24.8pp |
| Annual return | 9.26% | 21.02%-11.8pp | 204.55%-195.3pp | 53.51%-44.2pp |
| Employer contribution / active EE | $13 | $3,080-99.6% | $3,782-99.7% | $2,552-99.5% |
| Participant deferral / active EE | $2,212 | $4,037-45.2% | $5,096-56.6% | $4,126-46.4% |
| Admin fee / account holder | $2,039 | $7,381-72.4% | $9,162-77.7% | $7,339-72.2% |