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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 | $22,477 | $117,846-80.9% | $102,434-78.1% | $145,884-84.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.34% | 31.90%-23.6pp | 29.46%-21.1pp | 551.85%-543.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,832 | $5,733-68.0% | $5,055-63.8% | $6,690-72.6% |
| Admin fee / account holder | $2,265 | $13,356-83.0% | $9,462-76.1% | $13,392-83.1% |