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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 | $58,258-41.6% | $81,820-58.4% | $80,925-58.0% |
| Participation rate | 71.9% | 63.5%+8.4pp | 72.4%-0.5pp | 67.7%+4.2pp |
| Annual return | 10.43% | 41.76%-31.3pp | 777.93%-767.5pp | 35.65%-25.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,786 | $3,284+15.3% | $4,323-12.4% | $4,299-11.9% |
| Admin fee / account holder | $2,471 | $4,976-50.3% | $7,391-66.6% | $6,940-64.4% |