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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 | $19,628 | $88,778-77.9% | $81,844-76.0% | $145,884-86.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 5.24% | 1033.03%-1027.8pp | 778.87%-773.6pp | 551.85%-546.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,519 | $4,648+104.8% | $4,323+120.2% | $6,690+42.3% |
| Admin fee / account holder | $544 | $8,430-93.5% | $7,355-92.6% | $13,392-95.9% |