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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 | $2,585 | $29,319-91.2% | $52,425-95.1% | $82,448-96.9% |
| Participation rate | 77.1% | 46.9%+30.3pp | 55.6%+21.5pp | 68.1%+9.1pp |
| Annual return | 6.58% | 535.20%-528.6pp | 302.12%-295.5pp | 41.64%-35.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,346 | $1,171+15.0% | $1,790-24.8% | $4,139-67.5% |
| Admin fee / account holder | $1,340 | $1,962-31.7% | $2,495-46.3% | $7,234-81.5% |