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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 | $12,291 | $111,878-89.0% | $93,727-86.9% | $145,897-91.6% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 4.28% | 204.28%-200.0pp | 133.83%-129.6pp | 552.29%-548.0pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,002 | $4,920-39.0% | $4,417-32.0% | $6,689-55.1% |
| Admin fee / account holder | $405 | $10,256-96.1% | $8,292-95.1% | $13,390-97.0% |