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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 | $97,804 | $158,852-38.4% | $121,220-19.3% | $135,379-27.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -10.15% | -0.64%-9.5pp | 16.94%-27.1pp | 519.79%-529.9pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,437 | $4,006+210.5% | $3,345+271.8% | $5,609+121.7% |
| Admin fee / account holder | $18,361 | $6,515+181.8% | $5,021+265.7% | $10,828+69.6% |