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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 | $89,270 | $217,432-58.9% | $185,851-52.0% | $167,553-46.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 1.56% | 148.43%-146.9pp | 122.11%-120.5pp | 478.89%-477.3pp |
| Employer contribution / active EE | -$7,860 | $5,874-233.8% | $5,168-252.1% | $4,840-262.4% |
| Participant deferral / active EE | $36,000 | $6,357+466.3% | $5,569+546.5% | $6,343+467.6% |
| Admin fee / account holder | $2,048 | $19,820-89.7% | $16,245-87.4% | $12,316-83.4% |