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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 | $168,413 | $152,587+10.4% | $125,175+34.5% | $152,870+10.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.03% | 54.84%-51.8pp | 43.79%-40.8pp | 345.34%-342.3pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $25,000 | $5,868+326.0% | $4,937+406.4% | $5,850+327.3% |
| Admin fee / account holder | $1,056 | $13,434-92.1% | $9,702-89.1% | $11,597-90.9% |