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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 | $65,985 | $102,385-35.6% | $147,080-55.1% | $80,935-18.5% |
| Participation rate | 79.5% | 75.9%+3.7pp | 82.2%-2.6pp | 67.7%+11.9pp |
| Annual return | 11.72% | 135.09%-123.4pp | 420.17%-408.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,208 | $6,651-36.7% | $8,066-47.8% | $4,299-2.1% |
| Admin fee / account holder | $1,505 | $7,951-81.1% | $12,989-88.4% | $6,924-78.3% |