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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 | $61,407 | $133,981-54.2% | $112,249-45.3% | $134,532-54.4% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -22.38% | 47.16%-69.5pp | 27.48%-49.9pp | 418.27%-440.6pp |
| Employer contribution / active EE | $791 | $4,040-80.4% | $3,636-78.3% | $4,741-83.3% |
| Participant deferral / active EE | $6,790 | $5,292+28.3% | $4,729+43.6% | $6,401+6.1% |
| Admin fee / account holder | $14,467 | $7,492+93.1% | $6,412+125.6% | $11,429+26.6% |