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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 | $22,391 | $48,314-53.7% | $67,561-66.9% | $80,925-72.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.62% | 18.28%-7.7pp | 3525.44%-3514.8pp | 35.65%-25.0pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,100 | $2,927-62.4% | $4,003-72.5% | $4,299-74.4% |
| Admin fee / account holder | $2,759 | $3,690-25.2% | $4,006-31.1% | $6,940-60.2% |