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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 | $58,241-75.8% | $81,780-82.8% | $80,911-82.6% |
| Participation rate | 93.5% | 63.4%+30.1pp | 72.4%+21.2pp | 67.6%+25.9pp |
| Annual return | 5.05% | 41.73%-36.7pp | 776.27%-771.2pp | 35.63%-30.6pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,647 | $3,283+163.4% | $4,321+100.1% | $4,297+101.2% |
| Admin fee / account holder | $1,779 | $4,973-64.2% | $7,384-75.9% | $6,935-74.3% |