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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 | $2,762 | $23,330-88.2% | $64,489-95.7% | $82,448-96.7% |
| Participation rate | 82.8% | 68.3%+14.5pp | 67.7%+15.1pp | 68.1%+14.7pp |
| Annual return | 10.79% | 83.66%-72.9pp | 55.03%-44.2pp | 41.64%-30.9pp |
| Employer contribution / active EE | $4 | $824-99.5% | $1,523-99.7% | $2,551-99.8% |
| Participant deferral / active EE | $723 | $1,707-57.7% | $2,778-74.0% | $4,139-82.5% |
| Admin fee / account holder | $759 | $2,946-74.2% | $4,260-82.2% | $7,234-89.5% |