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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 | $74,567 | $85,766-13.1% | $136,298-45.3% | $70,126+6.3% |
| Participation rate | 89.1% | 74.2%+14.9pp | 81.9%+7.2pp | 69.5%+19.6pp |
| Annual return | 11.04% | 31.46%-20.4pp | 5156.27%-5145.2pp | 73.15%-62.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,911 | $5,051-2.8% | $6,247-21.4% | $3,332+47.4% |
| Admin fee / account holder | $4,182 | $5,421-22.8% | $9,244-54.8% | $4,645-10.0% |