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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 | $49,952 | $53,063-5.9% | $124,206-59.8% | $82,637-39.6% |
| Participation rate | 73.9% | 58.4%+15.5pp | 69.6%+4.3pp | 68.1%+5.9pp |
| Annual return | 11.53% | 68.87%-57.3pp | 515.27%-503.7pp | 53.51%-42.0pp |
| Employer contribution / active EE | $217 | $1,530-85.8% | $3,540-93.9% | $2,552-91.5% |
| Participant deferral / active EE | $4,636 | $2,644+75.3% | $3,968+16.8% | $4,126+12.3% |
| Admin fee / account holder | $4,170 | $4,281-2.6% | $5,929-29.7% | $7,339-43.2% |