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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 | $70,467 | $162,785-56.7% | $133,959-47.4% | $158,950-55.7% |
| Participation rate | 76.9% | 83.2%-6.3pp | 79.8%-2.9pp | 82.0%-5.0pp |
| Annual return | 1.87% | 41.94%-40.1pp | 45.09%-43.2pp | 302.91%-301.0pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,146 | $5,910-46.8% | $5,047-37.7% | $5,983-47.4% |
| Admin fee / account holder | $8,966 | $11,738-23.6% | $8,928+0.4% | $11,248-20.3% |