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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 | $25,941 | $172,111-84.9% | $150,298-82.7% | $137,256-81.1% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 6.63% | 69.37%-62.7pp | 62.79%-56.2pp | 220.34%-213.7pp |
| Employer contribution / active EE | $630 | $4,636-86.4% | $4,154-84.8% | $4,156-84.9% |
| Participant deferral / active EE | $3,207 | $6,166-48.0% | $5,453-41.2% | $6,407-49.9% |
| Admin fee / account holder | $35,546 | $16,471+115.8% | $14,116+151.8% | $12,270+189.7% |