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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 | $53,065 | $88,754-40.2% | $81,820-35.1% | $145,877-63.6% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 7.01% | 1031.77%-1024.8pp | 777.93%-770.9pp | 551.28%-544.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,088 | $4,648+9.5% | $4,323+17.7% | $6,691-24.0% |
| Admin fee / account holder | $2,326 | $8,424-72.4% | $7,391-68.5% | $13,402-82.6% |