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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 | $83,467 | $102,429-18.5% | $147,096-43.3% | $80,925+3.1% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 10.15% | 135.02%-124.9pp | 419.75%-409.6pp | 35.65%-25.5pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,062 | $6,649-23.9% | $8,071-37.3% | $4,299+17.8% |
| Admin fee / account holder | $16,716 | $7,957+110.1% | $13,005+28.5% | $6,940+140.9% |