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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 | $7,161 | $90,489-92.1% | $76,051-90.6% | $145,978-95.1% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 4.58% | 622.78%-618.2pp | 360.42%-355.8pp | 550.52%-545.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,743 | $5,164-27.5% | $4,257-12.1% | $6,690-44.1% |
| Admin fee / account holder | $1,268 | $8,374-84.9% | $6,416-80.2% | $13,400-90.5% |