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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 | $58,311-41.7% | $81,882-58.5% | $80,959-58.0% |
| Participation rate | 71.9% | 63.5%+8.4pp | 72.4%-0.5pp | 67.7%+4.2pp |
| Annual return | 10.43% | 41.85%-31.4pp | 779.47%-769.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,786 | $3,287+15.2% | $4,323-12.4% | $4,300-12.0% |
| Admin fee / account holder | $2,471 | $4,752-48.0% | $7,360-66.4% | $6,925-64.3% |