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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 | $33,997 | $58,234-41.6% | $81,783-58.4% | $80,874-58.0% |
| Participation rate | 71.9% | 63.4%+8.4pp | 72.4%-0.5pp | 67.6%+4.2pp |
| Annual return | 10.43% | 41.70%-31.3pp | 775.05%-764.6pp | 35.62%-25.2pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,786 | $3,283+15.3% | $4,320-12.4% | $4,297-11.9% |
| Admin fee / account holder | $2,471 | $4,982-50.4% | $7,380-66.5% | $6,935-64.4% |