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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 | $62,646 | $90,486-30.8% | $78,676-20.4% | $273,972-77.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 1.95% | 75.62%-73.7pp | 62.19%-60.2pp | 41.46%-39.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,340 | $3,901-65.7% | $3,517-61.9% | $5,287-74.7% |
| Admin fee / account holder | $103,860 | $5,263+1873.3% | $4,510+2202.9% | $10,133+925.0% |