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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 | $144,452 | $24,618+486.8% | $71,585+101.8% | $82,637+74.8% |
| Participation rate | 100.0% | 68.2%+31.8pp | 68.2%+31.8pp | 68.1%+31.9pp |
| Annual return | 8.92% | 93.17%-84.2pp | 59.26%-50.3pp | 53.51%-44.6pp |
| Employer contribution / active EE | $79 | $852-90.8% | $1,669-95.3% | $2,552-96.9% |
| Participant deferral / active EE | $6,944 | $1,720+303.6% | $2,923+137.5% | $4,126+68.3% |
| Admin fee / account holder | $17,026 | $3,285+418.3% | $4,712+261.4% | $7,339+132.0% |