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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 | $5,271 | $49,976-89.5% | $66,674-92.1% | $82,637-93.6% |
| Participation rate | 88.6% | 63.1%+25.5pp | 73.7%+14.9pp | 68.1%+20.5pp |
| Annual return | 12.86% | 39.09%-26.2pp | 321.24%-308.4pp | 53.51%-40.6pp |
| Employer contribution / active EE | $203 | $1,988-89.8% | $2,620-92.2% | $2,552-92.0% |
| Participant deferral / active EE | $709 | $2,847-75.1% | $4,084-82.6% | $4,126-82.8% |
| Admin fee / account holder | $1,188 | $4,594-74.1% | $5,098-76.7% | $7,339-83.8% |