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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 | $176,514 | $80,812+118.4% | $160,784+9.8% | $82,448+114.1% |
| Participation rate | 97.3% | 66.2%+31.1pp | 77.0%+20.3pp | 68.1%+29.2pp |
| Annual return | 10.24% | 100.59%-90.4pp | 1803.92%-1793.7pp | 41.64%-31.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,493 | $4,335-42.5% | $6,293-60.4% | $4,139-39.8% |
| Admin fee / account holder | $557 | $7,695-92.8% | $9,717-94.3% | $7,234-92.3% |