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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 | $22,528 | $80,812-72.1% | $160,784-86.0% | $82,448-72.7% |
| Participation rate | 70.4% | 66.2%+4.1pp | 77.0%-6.6pp | 68.1%+2.3pp |
| Annual return | 12.75% | 100.59%-87.8pp | 1803.92%-1791.2pp | 41.64%-28.9pp |
| Employer contribution / active EE | $337 | $2,174-84.5% | $3,733-91.0% | $2,551-86.8% |
| Participant deferral / active EE | $1,436 | $4,335-66.9% | $6,293-77.2% | $4,139-65.3% |
| Admin fee / account holder | $537 | $7,695-93.0% | $9,717-94.5% | $7,234-92.6% |