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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 | $64,544 | $100,060-35.5% | $149,721-56.9% | $70,126-8.0% |
| Participation rate | 98.8% | 83.6%+15.2pp | 87.1%+11.7pp | 69.5%+29.3pp |
| Annual return | 5.45% | 27.46%-22.0pp | 1501.67%-1496.2pp | 73.15%-67.7pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,647 | $4,982+13.4% | $6,568-14.0% | $3,332+69.5% |
| Admin fee / account holder | $5,890 | $8,285-28.9% | $11,282-47.8% | $4,645+26.8% |