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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 | $158,813 | $91,536+73.5% | $130,062+22.1% | $75,177+111.3% |
| Participation rate | 73.3% | 71.5%+1.9pp | 78.5%-5.2pp | 67.2%+6.1pp |
| Annual return | 9.68% | -631.62%+641.3pp | -137.37%+147.1pp | 160.75%-151.1pp |
| Employer contribution / active EE | $691 | $2,845-75.7% | $4,322-84.0% | $2,671-74.1% |
| Participant deferral / active EE | $11,212 | $4,343+158.2% | $5,821+92.6% | $4,126+171.7% |
| Admin fee / account holder | $5,996 | $6,780-11.6% | $10,601-43.4% | $5,651+6.1% |