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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 | $111,118 | $55,902+98.8% | $76,030+46.2% | $80,959+37.3% |
| Participation rate | 76.3% | 62.1%+14.2pp | 69.1%+7.2pp | 67.7%+8.6pp |
| Annual return | -1.38% | 20.59%-22.0pp | 361.54%-362.9pp | 35.67%-37.0pp |
| Employer contribution / active EE | $158 | $1,867-91.5% | $2,688-94.1% | $2,757-94.3% |
| Participant deferral / active EE | $7,200 | $3,051+136.0% | $4,257+69.1% | $4,300+67.4% |
| Admin fee / account holder | $21,420 | $5,239+308.8% | $6,421+233.6% | $6,925+209.3% |