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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 | $14,095 | $58,275-75.8% | $81,844-82.8% | $80,935-82.6% |
| Participation rate | 93.5% | 63.5%+30.1pp | 72.4%+21.2pp | 67.7%+25.9pp |
| Annual return | 5.05% | 41.82%-36.8pp | 778.87%-773.8pp | 35.66%-30.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,647 | $3,285+163.2% | $4,323+100.0% | $4,299+101.1% |
| Admin fee / account holder | $1,779 | $4,749-62.5% | $7,355-75.8% | $6,924-74.3% |