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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 | $248,322 | $103,393+140.2% | $87,103+185.1% | $152,909+62.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 4.09% | 28.10%-24.0pp | 28.19%-24.1pp | 345.46%-341.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,595 | $4,778+79.9% | $4,049+112.3% | $5,851+46.9% |
| Admin fee / account holder | $3,431 | $12,195-71.9% | $7,491-54.2% | $11,601-70.4% |