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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 | $87,239 | $142,426-38.7% | $115,167-24.2% | $152,909-42.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 6.22% | 41.48%-35.3pp | 35.60%-29.4pp | 345.46%-339.2pp |
| Employer contribution / active EE | $429 | $4,011-89.3% | $3,179-86.5% | $4,764-91.0% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $795 | $8,464-90.6% | $7,089-88.8% | $11,601-93.1% |