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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 | $9,291 | $88,815-89.5% | $81,882-88.7% | $145,897-93.6% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 6.08% | 1033.75%-1027.7pp | 779.47%-773.4pp | 552.29%-546.2pp |
| Employer contribution / active EE | $284 | $3,086-90.8% | $2,916-90.3% | $4,663-93.9% |
| Participant deferral / active EE | $979 | $4,647-78.9% | $4,323-77.4% | $6,689-85.4% |
| Admin fee / account holder | $415 | $8,434-95.1% | $7,360-94.4% | $13,390-96.9% |